Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Schwab Charles Corp. Com New in their Schedule of Assets, totaling $113.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | L3HARRIS TECHNOLOGIES, INC. L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST | MELBOURNE FL | — | $16.2B | $34.5M |
| 2 | BAKER HUGHES HOLDINGS LLC BAKER HUGHES U.S. EQUITY FUND | HOUSTON TX | — | $1.1B | $25.1M |
| 3 | MCMASTER-CARR SUPPLY COMPANY MCMASTER-CARR SUPPLY COMPANY PROFIT SHARING TRUST |
ELMHURST IL |
| 4,333 |
| $3.0B |
| $18.5M |
| 4 | AON CORPORATION AON SAVINGS PLAN | ATLANTA GA | 13,470 | $6.7B | $9.1M |
| 5 | EXXON MOBIL CORPORATION EXXONMOBIL PENSION PLAN | SPRING TX | 22,227 | $12.1B | $4.4M |
| 6 | NORFOLK SOUTHERN CORPORATION MASTER TRUST FOR JOINT ADMINISTRATION OF PENSION PLANS | ATLANTA GA | — | $2.6B | $4.1M |
| 7 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $2.8M |
| 8 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $2.4M |
| 9 | EXELON CORPORATION EXELON CORPORATION DCRP MASTER TRUST - PRIMARY | CHICAGO IL | — | $6.1B | $2.2M |
| 10 | SONY CORPORATION OF AMERICA SONY USA 401(K) PLAN | NEW YORK NY | 13,338 | $6.2B | $1.9M |
