Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Schwab Personal Choice Retirement Account in their Schedule of Assets, totaling $48.2M 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 | FEDERATED HERMES, INC. FEDERATED HERMES, INC. EMPLOYEES PROFIT SHARING / 401(K) PLAN | PITTSBURGH PA | 1,461 | $693.5M | $45.7M |
| 2 | APPLIED OPTOELECTRONICS, INC. APPLIED OPTOELECTRONICS, INC. 401(K) PLAN | SUGAR LAND TX | 368 | $40.5M | $895K |
| 3 | MORGAN ENGINEERING SYSTEMS, INC. |
ALLIANCE OH |
| 227 |
| $14.5M |
| $797K |
| 4 | SOUTHEAST GEORGIA HEALTH SYSTEM, INC. SOUTHEAST GEORGIA HEALTH SYSTEM, INC. 403(B) RETIREMENT SAVINGS PLAN | BRUNSWICK GA | 2,528 | $203.8M | $532K |
| 5 | AMALGAMATED BANK OF CHICAGO AMALGAMATED BANK OF CHICAGO SALARIED EMPLOYEES' PROFIT SHARING PLAN | CHICAGO IL | 130 | $26.5M | $270K |
| 6 | TEXAS HEART INSTITUTE TEXAS HEART INSTITUTE SECTION 403(B) PLAN | HOUSTON TX | 255 | $24.3M | $6K |
