Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Charles Schwab Instl in their Schedule of Assets, totaling $4.4M 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 | AFFINITY FEDERAL CREDIT UNION AFFINITY FEDERAL CREDIT UNION 401(K) PLAN | BASKING RIDGE NJ | 513 | $109.1M | $3.3M |
| 2 | MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE COMPANY MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN | LARAMIE WY | 223 | $22.6M | $893K |
| 3 | JDRF INTERNATIONAL |
NEW YORK NY |
| 562 |
| $61.0M |
| $108K |
| 4 | FARM BUREAU INSURANCE COMPANY OF IDAHO FARM BUREAU INSURANCE COMPANY OF IDAHO VOLUNTARY EMPLOYEE SAVINGS PLAN | POCATELLO ID | 253 | $23.7M | $49K |
