Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab Trust Bank Personal Choice Retirement Account in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FIRST AVIATION SERVICES INC. FIRST AVIATION SERVICES INC. AND SUBSIDIARIES 401(K) PLAN | WESTPORT CT | 238 | $12.1M | $1.5M |
| 2 | MOTION PICTURE AND TELEVISION FUND MOTION PICTURE AND TELEVISION FUND 403(B) PLAN | WOODLAND HILLS CA | 483 | $40.2M | $801K |
