Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schwab Funds Ameritrade SDB Account in their Schedule of Assets, totaling $3.2M 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 | TRADING TECHNOLOGIES INTERNATIONAL, INC. TRADING TECHNOLOGIES 401(K) PLAN | CHICAGO IL | 223 | $70.3M | $3.2M |
