Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Account in their Schedule of Assets, totaling $295K 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 | MISSOURI DELTA MEDICAL CENTER MISSOURI DELTA MEDICAL CENTER PENSION PLAN | SIKESTON MO | 719 | $37.1M | $246K |
| 2 | PRESBYTERIAN HOMES AND SERVICES PRESBYTERIAN HOMES AND SERVICES EMPLOYEES RETIREMENT SAVINGS AND INVESTMENT PLAN | ROSEVILLE MN | 4,859 | $91.5M | $50K |
