Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab Microsoft Corp in their Schedule of Assets, totaling $330K 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 | ORTHONJ, LLC ORTHONJ 401(K) PLAN | SOMERSET NJ | 719 | $173.7M | $269K |
| 2 | UAW UMASS HEALTH AND WELFARE TRUST FUND UAW/LOCAL 2322 DENTAL AND VISION PLAN | AMHERST MA | 2,902 | $6.0M | $61K |
