Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Charles Schwab Trust Bank Schwab Bank Savings in their Schedule of Assets, totaling $4.4M 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 | NESTEGGS RETIREMENT PLAN SERVICES, INC. FARTHER PEP | JACKSONVILLE FL | 548 | $37.4M | $1.4M |
| 2 | NESTEGGS RETIREMENT PLAN SERVICES, INC. COGENT BANK MASTER POOLED 401(K) PLAN FOR COGENT BANK | JACKSONVILLE FL | 612 | $29.8M | $1.1M |
| 3 | ENSTROM CANDIES, INC. ENSTROM CANDIES, INC. 401(K) PLAN |
GRAND JUNCTION CO |
| 124 |
| $7.0M |
| $522K |
| 4 | MAGNETO & DIESEL INJECTOR SERVICE, INC. MAGNETO & DIESEL INJECTOR SERVICE, INC. 401(K) PROFIT SHARING PLAN | HUMBLE TX | 557 | $27.2M | $518K |
| 5 | PRIMARY CARE PARTNERS, INC. PRIMARY CARE PARTNERS, INC. 401(K) PROFIT SHARING PLAN | GRAND JUNCTION CO | 210 | $46.3M | $509K |
| 6 | BEAVERTON TOYOTA, INC. HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLAN | BEAVERTON OR | 170 | $15.5M | $129K |
| 7 | PENNSYLVANIA MEDICAL SOCIETY PENNSYLVANIA MEDICAL SOCIETY 401(K) RETIREMENT SAVINGS PLAN | MECHANICSBURG PA | 86 | $17.8M | $116K |
| 8 | WEBSTER DENTAL CARE GROUP WEBSTER DENTAL CARE GROUP 401(K) PLAN | LINCOLNWOOD IL | 110 | $5.6M | $50K |
| 9 | ANDREW'S OPERATIONS LLC ANDREW'S 401(K) PLAN | GLENDALE AZ | 220 | $1.2M | $10K |
| 10 | PRIORITY HR I LLC PRIORITY HR RETIREMENT SAVINGS PLAN | TAMPA FL | 246 | $3.3M | $8K |
