Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab PCRA Mutual Funds 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALPINE PEDIATRICS, P.C. ALPINE PEDIATRICS, P.C. PROFIT SHARING PLAN | PLEASANT GROVE UT | 93 | $26.2M | $2.0M |
| 2 | GOLDEN STATE HEALTH CENTERS, INC. GOLDEN STATE HEALTH CENTERS, INC. 401(K) PLAN | SHERMAN OAKS CA | 795 | $8.8M | $204K |
| 3 | HP COMMUNICATIONS, INC. HP COMMUNICATIONS, INC. 401(K) PLAN |
CORONA CA |
| 629 |
| $40.4M |
| $19K |