Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Schwab Charles Corp. Common Stock in their Schedule of Assets, totaling $39.9M 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 | GLAXOSMITHKLINE LLC GSK 401(K) PLAN | PHILADELPHIA PA | 12,254 | $8.8B | $22.0M |
| 2 | PARAMOUNT GLOBAL PARAMOUNT GLOBAL 401(K) PLAN (FKA VIACOMCBS 401(K) PLAN) | NEW YORK NY | 15,335 | $6.4B | $6.3M |
| 3 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION SAVINGS PLAN FOR EMPLOYEES OF NTCA AND ITS MEMBERS |
ARLINGTON VA |
| 23,584 |
| $3.4B |
| $4.9M |
| 4 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $2.3M |
| 5 | THE MOUNTAIN COMPANY THE PROFIT SHARING AND RETIREMENT PLAN FOR THE MOUNTAIN COMPANY AND THE LAUREL MANAGEMENT GROUP, INC. | VIENNA WV | 215 | $52.9M | $1.2M |
| 6 | THE MANUFACTURERS INVESTMENT CORPORATION JOHN HANCOCK PENSION PLAN | BOSTON MA | 4,993 | $1.9B | $940K |
| 7 | BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUND MICHIGAN LABORERS' PENSION PLAN | LANSING MI | 9,786 | $1.3B | $734K |
| 8 | MILLIKEN & COMPANY THE MILLIKEN RETIREMENT PLAN | SPARTANBURG SC | 5,691 | $1.4B | $656K |
| 9 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $338K |
| 10 | BOARD OF TRUSTEES OF TEAMSTERS LIFE INSURANCE TRUST FUND TEAMSTERS LIFE INSURANCE TRUST FUND | DUBLIN CA | 5,069 | $37.2M | $94K |
