Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PERSONAL CHOICE RETIREMENT ACCOUNTS Charles Schwab Institutional Personal Choice Retirement Accounts in their Schedule of Assets, totaling $9.5M 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 | WHITE PLAINS HOSPITAL MEDICAL CENTER WHITE PLAINS HOSPITAL CENTER 403(B) DEFINED CONTRIBUTION RETIREMENT PROGRAM | WHITE PLAINS NY | 5,180 | $627.5M | $6.4M |
| 2 | THE SOLOMON R. GUGGENHEIM FOUNDATION THE SOLOMON R. GUGGENHEIM FOUNDATION 403(B) RETIREMENT PLAN | NEW YORK NY | 482 | $56.3M | $2.4M |
| 3 |
WHITE PLAINS NY |
| 463 |
| $66.1M |
| $670K |
