Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Schwab SDB Roth " in their Schedule of Assets, totaling $11.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ORRICK, HERRINGTON & SUTCLIFFE LLP ORRICK, HERRINGTON & SUTCLIFFE LLP RETIREMENT PLAN | WHEELING WV | 1,870 | $1.2B | $3.8M |
| 2 | BAYLOR SCOTT & WHITE HOLDINGS BAYLOR SCOTT & WHITE HEALTH 403(B) SAVINGS PLAN | DALLAS TX | 4,877 | $647.4M | $2.9M |
| 3 | BAYLOR SCOTT & WHITE HOLDINGS |
DALLAS TX |
| 46,788 |
| $4.7B |
| $2.5M |
| 4 | CENTRAL FLORIDA HOSPITALIST PARTNERS, P.A. 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P.A. | APOPKA FL | 114 | $38.0M | $445K |
| 5 | SENSATA TECHNOLOGIES, INC. SENSATA TECHNOLOGIES CONTRIBUTION AND 401(K) SAVINGS PLAN | ATTLEBORO MA | 1,323 | $321.5M | $377K |
| 6 | RADIOLOGY ASSOCIATES OF TALLAHASSEE, P.A. RADIOLOGY ASSOCIATES OF TALLAHASSEE, P.A. 401(K) PROFIT SHARING PLAN | TALLAHASSEE FL | 192 | $42.4M | $288K |
| 7 | HANNOVER LIFE REASSURANCE COMPANY OF AMERICA HANNOVER LIFE REASSURANCE COMPANY OF AMERICA RETIREMENT PLAN | ORLANDO FL | 321 | $160.4M | $199K |
| 8 | CONTROL SOUTHERN INC. CONTROL SOUTHERN INC. PROFIT SHARING PLAN | SUWANEE GA | 247 | $48.9M | $194K |
| 9 | RADIOLOGY ASSOCIATES OF VENICE AND ENGLEWOOD, P.A. RADIOLOGY ASSOCIATES OF VENICE AND ENGLEWOOD, P.A. PROFIT SHARING PLAN | VENICE FL | 124 | $13.0M | $170K |
| 10 | METAMETRICS, INC. METAMETRICS, INC. RETIREMENT PLAN | DURHAM NC | 74 | $12.4M | $101K |
