Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Personal Choice Retirement Accounts in their Schedule of Assets, totaling $707.8M 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 | FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS FISHER INVESTMENTS 401(K) PLAN | PLANO TX | 4,886 | $1.2B | $694.8M |
| 2 | ALBANY GASTROENTEROLOGY CONSULTANTS, PLLC ALBANY GASTROENTEROLOGY CONSULTANTS, PLLC 401(K) PLAN | ALBANY NY | 0 | $14.7M | $8.3M |
| 3 | AGILIX SOLUTIONS, LLC |
ST. LOUIS MO |
| 384 |
| $60.3M |
| $4.7M |
