Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 59 Charles Schwab in their Schedule of Assets, totaling $5K 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 | LOCAL 294 AND EASTERN CONTRACTORS ASSOC. JOINT EDUCATION AND TRAINING TEAMSTERS LOCAL 294 AND EASTERN CONTRACTORS ASSOCIATION, INC. JOINT EDUCATION AND TRAINING FUND | ALBANY NY | 101 | $1.7M | $5K |
