Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Charles Schwab Corp. in their Schedule of Assets, totaling $62.1M 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 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $24.6M |
| 2 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2027 | JERSEY CITY NJ | — | $1.7B | $7.5M |
| 3 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 |
JERSEY CITY NJ |
| — |
| $1.7B |
| $7.0M |
| 4 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $6.6M |
| 5 | BOARD OF TRUSTEES, FELRA & UFCW PENSION FELRA & UFCW PENSION PLAN | SPARKS MD | 0 | $1.4B | $4.4M |
| 6 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2025 | JERSEY CITY NJ | — | $1.7B | $4.2M |
| 7 | U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUND UNITED ASSN FULL-TIME SAL OFF & EMP OF LOCL UNIONS COUNCILS, ST & PROV PEN PLAN | ANNAPOLIS MD | 1,925 | $1.3B | $3.6M |
| 8 | UNITED FIRE & CASUALTY CO UNITED PENSION PLAN | CEDAR RAPIDS IA | 652 | $241.2M | $777K |
| 9 | A. DUDA & SONS, INC. RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. | OVIEDO FL | 46 | $29.4M | $739K |
| 10 | THE BOARD OF TRUSTEES C/O RACHEL ALLEN, PLAN MANAGER ST LOUIS PAINTERS PENSION PLAN | MARYLAND HEIGHTS MO | 1,422 | $565.8M | $493K |
