Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Corp 8,430 shares Charles Schwab Corp Common Stock in their Schedule of Assets, totaling $624K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TENACRE FOUNDATION THE TENACRE FOUNDATION PENSION PLAN | PRINCETON NJ | 128 | $60.8M | $624K |
