Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Schwab Bank savings in their Schedule of Assets, totaling $51.0M 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 | SHANNON MEDICAL CENTER SHANNON MEDICAL CENTER 401(K) SAVINGS AND RETIREMENT PLAN | SAN ANGELO TX | 4,417 | $460.8M | $20.3M |
| 2 | AGILIX SOLUTIONS, LLC AGILIX SOLUTIONS, LLC PROFIT SHARING PLAN | ST. LOUIS MO | 384 | $60.3M | $4.0M |
| 3 | MINNKOTA POWER COOPERATIVE, INC. |
GRAND FORKS ND |
| 433 |
| $75.0M |
| $3.4M |
| 4 | ZIPLY FIBER ZIPLY FIBER PENSION PLAN | KIRKLAND WA | 483 | $125.7M | $3.0M |
| 5 | PUEBLO OF SANDIA PUEBLO OF SANDIA COMMERCIAL ENTERPRISES 401(K) PROFIT SHARING PLAN AND TRUST | ALBUQUERQUE NM | 1,239 | $51.9M | $2.8M |
| 6 | FREMONT GROUP MANAGEMENT, LLC. FREMONT GROUP RETIREMENT PLAN | SAN FRANCISCO CA | 175 | $102.8M | $2.4M |
| 7 | ANESTHESIOLOGY GROUP ASSOCIATES, INC. ANESTHESIOLOGY GROUP ASSOCIATES, INC. (APMC) PROFIT SHARING PLAN | BATON ROUGE LA | 114 | $47.2M | $2.2M |
| 8 | LAND TITLE GUARANTEE COMPANY LAND TITLE GUARANTEE COMPANY 401(K) PROFIT SHARING PLAN | GREENWOOD VILLAGE CO | 575 | $79.7M | $2.1M |
| 9 | MERCHANTS FINANCIAL GROUP, INC. MERCHANTS FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN | WINONA MN | 419 | $64.9M | $1.6M |
| 10 | CONSTRUCTION VENTURES, INC. CONSTRUCTION 401 K PLAN | WINONA MN | 77 | $9.0M | $1.1M |
