Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Charles Schwab Corp/The in their Schedule of Assets, totaling $166.3M 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 | 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 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $6.4M |
| 5 | CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET RI | 313,966 | $30.1B | $6.1M |
| 6 | PAMCAH-UA LOCAL 675 PENSION FUND PAMCAH-UA LOCAL 675 PENSION PLAN | HONOLULU HI | 1,532 | $575.0M | $4.6M |
| 7 | G.M.P.-EMPLOYERS RETIREE TRUST G.M.P. - EMPLOYERS RETIREE TRUST | FORT MYERS FL | 7,126 | $597.6M | $2.7M |
| 8 | BOARD OF TRUSTEES OF PAMCAH-UA LOCAL 675 ANNUITY FUND PAMCAH-UA LOCAL 675 ANNUITY PLAN | HONOLULU HI | 1,504 | $349.0M | $2.1M |
| 9 | PROLOAN BOND FUND, LLC PROLOAN BOND FUND, LLC | RICHMOND VA | — | $1.3B | $1.7M |
| 10 | SOUTHERN CALIFORNIA EDISON COMPANY THE SOUTHERN CALIFORNIA EDISON COMPANY RETIREMENT PLAN | ROSEMEAD CA | 8,726 | $4.7B | $1.0M |
