Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Trust Bank Principal Small Cap Growth Fund 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 | ARMANINO ADVISORY LLC ARMANINO ADVISORY LLC 401(K) PROFIT SHARING PLAN | SAN RAMON CA | 2,584 | $347.4M | $2.3M |
