Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab Institutional in their Schedule of Assets, totaling $5.6M 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 | GENESIS HEALTH SYSTEM GENESIS HEALTH SYSTEM RETIREMENT SAVINGS PLAN | DAVENPORT IA | 4,680 | $344.6M | $5.2M |
| 2 | GENESIS HEALTH SYSTEM GENESIS EMPLOYER CONTRIBUTION PLAN | DAVENPORT IA | 4,680 | $140.4M | $426K |
