Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Charles Schwab Trust Bank in their Schedule of Assets, totaling $120.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC 401(K) PLAN | SAN FRANCISCO CA | 89 | $56.0M | $55.3M |
| 2 | UNIVERSITY FEDERAL CREDIT UNION UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | AUSTIN TX | 749 | $126.6M | $32.1M |
| 3 | ASPIRIANT LLC |
SAN FRANCISCO CA |
| 231 |
| $75.4M |
| $25.2M |
| 4 | HODGSON RUSS LLP HODGSON RUSS LLP 401(K) PLAN | BUFFALO NY | 477 | $174.8M | $6.8M |
| 5 | HUDSON GLOBAL, INC. HUDSON GLOBAL, INC. 401(K) SAVINGS PLAN | OLD GREENWICH CT | 120 | $36.2M | $741K |
| 6 | WASHINGTON STATE AUTO DEALERS INSURANCE TRUST WASHINGTON STATE AUTO DEALERS INSURANCE TRUST BENEFIT PLAN | MUKILTEO WA | 1,074 | $1.1M | $3K |
| 7 | QSAC, INC. QSAC, INC. 403(B) PLAN | NEW YORK NY | 1,474 | $29.9M | $215 |
| 8 | KILWINS QUALITY CONFECTIONS, LLC KILWINS QUALITY CONFECTIONS, LLC 401(K) & RETIREMENT PLAN | PETOSKEY MI | 136 | $9.6M | $134 |
