Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding Charles Schwab Corp/The in their Schedule of Assets, totaling $178.0M 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 | GRAHAM HOLDINGS COMPANY THE GRAHAM HOLDINGS COMPANY MASTER RETIREMENT TRUST | ARLINGTON VA | — | $3.0B | $77.6M |
| 2 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $44.6M |
| 3 | RTX CORPORATION RTX MASTER RETIREMENT TRUST |
FARMINGTON CT |
| — |
| $42.1B |
| $12.9M |
| 4 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $10.9M |
| 5 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $6.4M |
| 6 | CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET RI | 313,966 | $30.1B | $6.1M |
| 7 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS RETIREMENT PLAN | ATLANTA GA | 39,297 | $21.2B | $3.3M |
| 8 | G.M.P.-EMPLOYERS RETIREE TRUST G.M.P. - EMPLOYERS RETIREE TRUST | FORT MYERS FL | 7,126 | $597.6M | $2.7M |
| 9 | BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLAN UPS/IBT FULL-TIME EMPLOYEE PENSION PLAN | ATLANTA GA | 68,290 | $12.2B | $1.8M |
| 10 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS PENSION PLAN | ATLANTA GA | 159,780 | $9.3B | $1.4M |
