Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Schwab Account Registered Investment Company in their Schedule of Assets, totaling $2.2M 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 | CORNER ALLIANCE INCORPORATED CORNER ALLIANCE, INC. 401(K) PLAN | WASHINGTON DC | 106 | $7.2M | $923K |
| 2 | FAMILY MEDICAL CENTER OF MICHIGAN FAMILY MEDICAL CENTER RETIREMENT AND 401(K) PLAN | TEMPERANCE MI | 160 | $9.8M | $870K |
| 3 | MIDWEST ALARM COMPANY, INC. MIDWEST ALARM COMPANY INC. 401(K) PLAN |
SIOUX FALLS SD |
| 450 |
| $8.1M |
| $198K |
| 4 | MODERA WEALTH MANAGEMENT, LLC MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN | WESTWOOD NJ | 215 | $38.0M | $186K |
| 5 | FLANAGAN STATE BANK FLANAGAN STATE BANK PROFIT SHARING PLAN & TRUST | FLANAGAN IL | 118 | $14.7M | $50K |
