Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Charles Schwab Bank in their Schedule of Assets, totaling $10.0M 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 | FIRST BUSEY CORPORATION FIRST BUSEY CORPORATION PROFIT SHARING PLAN AND TRUST | CHAMPAIGN IL | 1,521 | $268.2M | $6.3M |
| 2 | QHCCS, LLC QUORUM HEALTH 401(K) PLAN | BRENTWOOD TN | 1,479 | $147.0M | $2.3M |
| 3 | FLYNN & O'HARA UNIFORMS, INC. FLYNN & O'HARA RETIREMENT PLAN |
PHILADELPHIA PA |
| 234 |
| $12.4M |
| $661K |
| 4 | I.A.T.S.E. LOCAL NO. 31 I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN | KANSAS CITY MO | 210 | $12.3M | $197K |
| 5 | SEYMOUR MIDWEST LLC SEYMOUR-MIDWEST RETIREMENT PLAN | WARSAW IN | 105 | $4.0M | $186K |
| 6 | INTERNATIONAL COMPUTER APPLIANCES CORPORATION INTERNATIONAL COMPUTER APPLIANCES CORPORATION ESOP AND TRUST | MAPLE GROVE MN | 95 | $22.7M | $113K |
| 7 | INDUSTRIAL SUPPLY SOLUTIONS INC. INDUSTRIAL SUPPLY SOLUTIONS INC. 401K PLAN | SALISBURY NC | 121 | $9.2M | $112K |
| 8 | TRUSTEES OF OPERATING ENGINEERS LOCAL 148 HEALTH OPERATING ENGINEERS LOCAL 148 HEALTH AND WELFARE TRUST | ST. LOUIS MO | 100 | $5.8M | $36K |
| 9 | PACE SUPPLY CORPORATION PACE SUPPLY CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ROHNERT PARK CA | 1,219 | $234.2M | $16K |
| 10 | COGDALL CONSTRUCTION COMPANY INC. COGDALL CONSTRUCTION CO INC 401(K) PROFIT SHARING PLAN AND TRUST | TIGARD OR | 212 | $10.4M | $5K |
