Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding SCHWAB CHARLES CORP COM NEW Common stock in their Schedule of Assets, totaling $725K 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 | UFCW PHARMACISTS, CLERKS, AND DRUG EMPLOYER'S PENSION TRUST UFCW PHARMACISTS, CLERKS, AND DRUG EMPLOYER'S PENSION TRUST | CONCORD CA | 3,270 | $186.4M | $725K |
