Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Funds Charles Schwab Institutional Personal Choice Retirement Account (Other Funds) N/A in their Schedule of Assets, totaling $2.9M 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 | IV MEDIA LLC IV MEDIA LLC 401(K) RETIREMENT PLAN | EDEN PRAIRIE MN | 460 | $44.6M | $1.9M |
| 2 | IMEDIA BRANDS, INC. IMEDIA BRANDS, INC. 401(K) RETIREMENT PLAN | EDEN PRAIRIE MN | 699 | $40.6M | $974K |
