Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Charter in their Schedule of Assets, totaling $12.7M 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 | ASSURANT, INC. ASSURANT PENSION PLAN | ATLANTA GA | 2,811 | $675.6M | $3.5M |
| 2 | KINDER MORGAN, INC. KINDER MORGAN RETIREMENT PLAN MASTER TRUST | HOUSTON TX | — | $1.7B | $3.5M |
| 3 | HUNTINGTON BANCSHARES INCORPORATED HUNTINGTON BANCSHARES RETIREMENT PLAN |
COLUMBUS OH |
| 2,585 |
| $702.3M |
| $3.0M |
| 4 | SCHLUMBERGER TECHNOLOGY CORPORATION SCHLUMBERGER GROUP WELFARE BENEFITS PLAN | HOUSTON TX | 13,185 | $790.1M | $2.2M |
| 5 | BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NOR CAL-ANNUITY LABORERS ANNUITY PLAN FOR NORTHERN CALIFORNIA | PLEASANTON CA | 29,190 | $1.6B | $437K |
| 6 | BOARD OF TRUSTEES, WESTERN METAL INDUSTRY PENSION PLAN WESTERN METAL INDUSTRY PENSION PLAN | SEATTLE WA | 1,637 | $1.0B | $67K |
| 7 | TRUSTEES OF THE UPSTATE NEW YORK BAKERY DRIVERS AND INDUSTRY PENSION F UPSTATE NEW YORK BAKERY DRIVERS AND INDUSTRY PENSION FUND | SYRACUSE NY | 555 | $104.9M | $5K |
