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 NEW CUSIP: 808513105 in their Schedule of Assets, totaling $9.3M 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 | ALIGHT SOLUTIONS LLC ALIGHT SOLUTIONS LLC 401(K) PLAN (FKA HEWITT ASSOCIATES LLC 401K PLAN) | CHICAGO IL | 7,865 | $2.5B | $4.6M |
| 2 | ABBOTT LABORATORIES ABBOTT LABORATORIES ANNUITY RETIREMENT TRUST | ABBOTT PARK IL | — | $8.5B | $4.6M |
| 3 | CONSOLIDATED RAIL CORPORATION MASTER TRUST |
PHILADELPHIA PA |
| — |
| $278.8M |
| $29K |
| 4 | SCHLUMBERGER LIMITED SCHLUMBERGER MASTER PROFIT SHARING TRUST | HOUSTON TX | — | $7.7B | $28K |
