Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Schwab Schwab Bank Savings in their Schedule of Assets, totaling $4.0M 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 | AMERICAN RADIOLOGY ASSOCIATES, P.A. AMERICAN RADIOLOGY ASSOCIATES, P.A. RETIREMENT PLAN | DALLAS TX | 126 | $97.7M | $1.7M |
| 2 | DECISIONHR, INC. DECISIONHR RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 13,042 | $66.9M | $1.4M |
| 3 | EVOLVEHR V, INC. EVOLVEHR RETIREMENT PLAN |
CHICAGO IL |
| 659 |
| $40.6M |
| $398K |
| 4 | BURNIPS EQUIPMENT COMPANY BURNIPS EQUIPMENT COMPANY 401(K) PLAN | DORR MI | 157 | $7.3M | $392K |
| 5 | ENVE COMPOSITES, LLC ENVE COMPOSITES, LLC 401(K) PLAN | OGDEN UT | 164 | $7.2M | $74K |
| 6 | RED DOT LLC RED DOT EMPLOYEE RETIREMENT PLAN | ATHENS TX | 278 | $12.5M | $40K |
| 7 | STYLECRAFT BUILDERS, INC. STYLECRAFT BUILDERS 401(K) PLAN | COLLEGE STATION TX | 118 | $10.2M | $22K |
| 8 | MARINER HEALTH CARE MARINER SAVINGS PLAN | ATLANTA GA | 4,318 | $75.2M | $21K |
| 9 | MESSER FINANCIAL GROUP MESSER FINANCIAL GROUP 401(K) PLAN | CHARLOTTE NC | 141 | $4.6M | $21K |
