Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Charles Schwab in their Schedule of Assets, totaling $572.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALLIANZ ASSET MANAGEMENT OF AMERICA L.P. ALLIANZ ASSET MANAGEMENT OF AMERICA L.P. 401(K) SAVINGS AND RETIREMENT PLAN | NEWPORT BEACH CA | 2,509 | $1.6B | $343.1M |
| 2 | ARCO BUSINESS SERVICES, INC. ARCO COMPANIES RETIREMENT PLAN | BRENTWOOD MO | 2,012 | $196.3M | $77.5M |
| 3 | AXA GROUP OPERATIONS AMERICAS INC. |
NEW YORK NY |
| 175 |
| $149.4M |
| $32.0M |
| 4 | CHEVY CHASE CLUB, INC. CHEVY CHASE CLUB, INC. 401(K) RETIREMENT PLAN | CHEVY CHASE MD | 230 | $30.1M | $29.7M |
| 5 | STOLL KEENON OGDEN PLLC STOLL KEENON OGDEN PROFIT SHARING PLAN | LEXINGTON KY | 215 | $167.9M | $15.5M |
| 6 | TRI-CITIES COMMUNITY HEALTH TRI-CITIES COMMUNITY HEALTH 403B PLAN | PASCO WA | 309 | $14.8M | $11.8M |
| 7 | QUANTITATIVE RISK MANAGEMENT, INC. QRM 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 172 | $150.3M | $11.0M |
| 8 | O-I GLASS, INC. OWENS-ILLINOIS, INC. STOCK PURCHASE AND SAVINGS PROGRAM | PERRYSBURG OH | 1,054 | $382.4M | $7.3M |
| 9 | SMITH, ANDERSON, ET AL L.L.P. SMITH, ANDERSON, BLOUNT, DORSETT, MITCHELL & JERNIGAN 401(K) PROFIT SHARING PLAN | RALEIGH NC | 254 | $190.5M | $5.9M |
| 10 | CHANNELLOCK, INC. RETIREMENT PLAN FOR EMPLOYEES OF CHANNELLOCK, INC | MEADVILLE PA | 78 | $42.0M | $5.8M |
