Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Charles Schwab Corporation in their Schedule of Assets, totaling $13.7M 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 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | LA CROSSE WI | 9,660 | $2.9B | $12.6M |
| 2 | COMMUNITY FUNDS INC. THE NEW YORK COMMUNITY TRUST RETIREMENT PLAN | NEW YORK NY | 77 | $51.1M | $402K |
| 3 | MIDWAY FORD TRUCK CENTER INC. |
KANSAS CITY MO |
| 241 |
| $61.1M |
| $241K |
| 4 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | FOLSOM NJ | 71 | $126.9M | $113K |
| 5 | COLONY BRANDS, INC. COLONY BRANDS, INC. PENSION PLAN | MONROE WI | 1,706 | $60.1M | $85K |
| 6 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | FOLSOM NJ | 30 | $92.5M | $83K |
| 7 | WEYCO GROUP, INC. WEYCO GROUP, INC. PENSION PLAN | GLENDALE WI | 79 | $39.0M | $73K |
| 8 | SOUTH JERSEY INDUSTRIES, INC. SOUTH JERSEY INDUSTRIES, INC. POST-RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES | FOLSOM NJ | 220 | $22.3M | $42K |
| 9 | BPS LOCAL 91 PENSION FUND BIRMINGHAM P & S LOCAL UNION NO. 91 PENSION FUND | BIRMINGHAM AL | 389 | $31.2M | $20K |
| 10 | P&M HOLDING GROUP, LLP P&M HOLDING GROUP, LLP CASH BALANCE PLAN | SOUTHFIELD MI | 353 | $71.7M | $5K |
