Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Schwab PCRA in their Schedule of Assets, totaling $6.2M 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 | BILL HOWE PLUMBING, INC. BILL HOWE PLUMBING, INC. 401(K) PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 182 | $8.6M | $3.6M |
| 2 | BETHESDA HEALTH GROUP, INC. BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN | ST. LOUIS MO | 1,064 | $25.8M | $1.2M |
| 3 | L. C. WHITFORD CO., INC. |
WELLSVILLE NY |
| 149 |
| $12.3M |
| $834K |
| 4 | CONSOLIDATED CATHOLIC ADMINIST CONSOLIDATED CATHOLIC BENEFIT PLAN | ROSWELL GA | 508 | $29.5M | $278K |
| 5 | COMMONEO, LLC COMMONEO 401(K) PLAN | SHELBY TOWNSHIP MI | 820 | $1.7M | $193K |
| 6 | NOTRE DAME FEDERAL CREDIT UNION NOTRE DAME FEDERAL CREDIT UNION 401(K) SAVINGS PROGRAM | NOTRE DAME IN | 203 | $15.4M | $93K |
| 7 | CAELUM RESEARCH CORPORATION CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN | ROCKVILLE MD | 262 | $10.8M | $8K |
| 8 | LEHIGH VALLEY HEALTH NETWORK, INC. POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN | ALLENTOWN PA | 971 | $43.4M | $4K |
