Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Charles Schwab & Co. in their Schedule of Assets, totaling $61.3M 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 | HORMEL FOODS CORPORATION HORMEL FOODS CORPORATION TAX DEFERRED INVESTMENT PLAN A * | AUSTIN MN | 4,987 | $1.2B | $32.1M |
| 2 | YUM BRANDS, INC. YUM BRANDS 401K PLAN | LOUISVILLE KY | 22,667 | $989.8M | $17.1M |
| 3 | HORMEL FOODS CORPORATION HORMEL FOODS CORPORATION JOINT EARNINGS PROFIT SHARING TRUST |
AUSTIN MN |
| 4,249 |
| $424.3M |
| $8.9M |
| 4 | CONTINENTAL OFFICE FURNITURE CORP. CONTINENTAL OFFICE INTERESTS SAVINGS PLAN | COLUMBUS OH | 97 | $23.6M | $1.5M |
| 5 | HORMEL FOODS CORPORATION HORMEL FOODS CORPORATION TAX DEFERRED INVESTMENT PLAN B | AUSTIN MN | 3,221 | $191.6M | $1.4M |
| 6 | ROCHELLE FOODS, LLC CAPITAL ACCUMULATION PLAN | ROCHELLE IL | 5,132 | $187.0M | $167K |
| 7 | JENNIE-O TURKEY STORE, INC. JENNIE-O TURKEY STORE RETIREMENT SAVINGS PLAN | WILLMAR MN | 4,996 | $274.5M | $89K |
