Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab & Co., Inc. in their Schedule of Assets, totaling $64.7M 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 | GALLAGHER & KENNEDY, P.A. GALLAGHER & KENNEDY, P.A. PROFIT SHARING AND 401(K) PLAN | PHOENIX AZ | 92 | $89.4M | $33.1M |
| 2 | SSI (U.S.) INC. DBA SPENCER STUART SPENCER STUART RETIREMENT BENEFITS PLAN | CHICAGO IL | 1,046 | $568.4M | $31.6M |
