Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schwab Charles Corp., 2.300% due 05/13/31 in their Schedule of Assets, totaling $850K 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 | FIFTH THIRD BANCORP THE FIFTH THIRD BANCORP MASTER RETIREMENT PLAN | CINCINNATI OH | 692 | $87.9M | $850K |
