Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Charles Schwab Common stock in their Schedule of Assets, totaling $694K 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 | TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUND MICHIGAN ELECTRICAL EMPLOYEES' PENSION PLAN | MADISON HEIGHTS MI | 2,271 | $544.8M | $393K |
| 2 | TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUND | TROY MI | 1,348 | $421.7M | $102K |
| 3 | MINNESOTA ELEVATOR, INC |
MANKATO MN |
| 146 |
| $74.0M |
| $98K |
| 4 | BOARD OF TRUSTEES, IATSE LOCAL 38 PENSION FUND IATSE LOCAL 38 PENSION PLAN | TROY MI | 1,002 | $36.2M | $47K |
| 5 | SHEET METAL WORKERS LOCAL UNION 80 SUB FUND, BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL UNION NO. 80 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | TROY MI | 1,122 | $16.4M | $27K |
| 6 | TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' HEALTH PLAN MICHIGAN ELECTRICAL EMPLOYEES' HEALTH PLAN | MADISON HEIGHTS MI | 3,296 | $69.0M | $18K |
| 7 | JT BD OF TRUSTEES, SIGN PICTORIAL DISPLAY UN LOCAL 591 AFLCIO PEN FD SIGN, PICTORIAL AND DISPLAY UNION LOCAL NO. 591 AFL-CIO PENSION FUND | BINGHAM FARMS MI | 37 | $19.4M | $5K |
| 8 | JOINT BOARD OF ADMINISTRATION IATSE , MPT, A & AC, LOCAL NO. 46 IATSE , MPT, A & AC OF THE U.S. AND CANADA LOCAL NO. 46 PENSION PLAN | NASHVILLE TN | 272 | $13.6M | $3K |
