Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Charles Corp Com in their Schedule of Assets, totaling $5.6M 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 | BOARD OF TRUSTEES, EDISON PENSION TRUST EDISON PENSION PLAN | PORTLAND OR | 4,749 | $1.0B | $2.7M |
| 2 | BOARD OF TRUSTEES OF CALIFORNIA TEACHERS ASSOC EMPLOYEES RETIREMENT CALIFORNIA TEACHERS ASSOCIATION EMPLOYEES RETIREMENT BENEFITS PLAN | PLEASANTON CA | 486 | $422.0M | $1.3M |
| 3 | BOARD OF TRUSTEES, CEMENT MASONS AND PLASTERERS RETIREMENT TRUST |
SEATTLE WA |
| 1,419 |
| $454.7M |
| $1.2M |
| 4 | OREGON EDUCATION ASSOCIATION OEA CHOICE WELFARE BENEFIT PLAN | TIGARD OR | 19,365 | $98.0M | $372K |
