Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Charles Schwab Schwab Us Aggregate Bond in their Schedule of Assets, totaling $1.4M 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 | TEAMSTERS 261 AND EMPLOYERS TEAMSTERS #261 AND EMPLOYERS WELFARE FUND | NEW CASTLE PA | 2,288 | $19.6M | $753K |
| 2 | SITEWORX LLC DBA SHIFT7 DIGITAL SHIFT7 DIGITAL 401(K) PLAN | CHICAGO IL | 122 | $8.5M | $577K |
| 3 | FAIRBANKS RESOURCE AGENCY FAIRBANKS RESOURCE AGENCY DISCRETIONARY CONTRIBUTION RETIREMENT PLAN |
FAIRBANKS AK |
| 114 |
| $1.5M |
| $102K |
