Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Various Schwab Personal Choice Retirement Account in their Schedule of Assets, totaling $12.0M 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 | ASCENSION HEALTH DBA ASCENSION HEALTHCARE ASCENSION HEALTHCARE 401(K) RETIREMENT SAVINGS PLAN | ST LOUIS MO | 1,482 | $599.9M | $8.7M |
| 2 | CENTRAL BANCSHARES, INC. CENTRAL BANCSHARES, INC. 401(K) PLAN | MUSCATINE IA | 283 | $45.1M | $3.3M |
