Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Charles Schwab Corp/The Variable 4% in their Schedule of Assets, totaling $2.4M 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 | HAWAII SHEET METAL WORKERS PENSION FUND HAWAII SHEET METAL WORKERS PENSION FUND | HONOLULU HI | 430 | $316.2M | $1.2M |
| 2 | HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST FUND HAWAII SHEET METAL WORKERS HEALTH & WELFARE TRUST | HONOLULU HI | 440 | $102.6M | $788K |
| 3 | HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING FUND |
HONOLULU HI |
| 439 |
| $108.9M |
| $380K |
