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 Accounts in their Schedule of Assets, totaling $2.2M 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 | QUALITY TECHNOLOGY SERVICES, LLC QUALITY TECHNOLOGY SERVICES, LLC 401(K) PLAN | OVERLAND PARK KS | 1,310 | $131.6M | $1.6M |
| 2 | FALCK USA, INC. FALCK USA, INC. 401(K) PLAN | ORANGE CA | 2,757 | $82.2M | $565K |
