Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Schwab Charles Corp New in their Schedule of Assets, totaling $7.8M 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 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS MN | 40,642 | $8.3B | $2.6M |
| 2 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $2.2M |
| 3 | BOARD OF TRUSTEES, W. WA PAINTERS DEFINED CONTRIBUTION PENSION PLAN |
TUKWILA WA |
| 2,478 |
| $262.7M |
| $1.9M |
| 4 | BOARD OF TRUSTEES - H.F.I.A.W. LOCAL NO.32 PENSION TRUST FUND H.F.I.A.W. LOCAL NO. 32 - PENSION TRUST FUND | HOPATCONG NJ | 202 | $90.3M | $316K |
| 5 | PLUMBERS LOCAL UNION NO 200 PENSION FUND BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 200 PENSION FUND | RONKOMKOMA NY | 692 | $136.2M | $167K |
| 6 | BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLAN STEAMFITTERS LOCAL UNION NO. 420 PENSION PLAN | PHILADELPHIA PA | 2,425 | $644.1M | $163K |
| 7 | ASBESTOS WORKERS PHILADELPHIA WELFARE FUND ASBESTOS WORKERS PHILADELPHIA WELFARE FUND | PHILADELPHIA PA | 457 | $32.9M | $116K |
| 8 | BROTHERHOOD OF LOCOMOTIVE ENGINEERS AND TRAINMEN BLET DISABILITY AND WELFARE BENEFIT TRUST FUND | INDEPENDENCE OH | 10,641 | $20.4M | $93K |
| 9 | COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA PENSION PLAN | FRESNO CA | 2,859 | $277.6M | $67K |
| 10 | PROTERIAL AMERICA, LTD. PROTERIAL AMERICA, LTD. EMPLOYEES' RETIREMENT PLAN | PURCHASE NY | 76 | $33.9M | $67K |
