Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Charles Corp Stock in their Schedule of Assets, totaling $1.4M 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 | LOCAL 1102 HEALTH & BENEFIT FUND LOCAL 1102 HEALTH AND BENEFIT FUND | WOODBURY NY | 2,753 | $173.7M | $851K |
| 2 | LOCAL 1102 RETIREMENT TRUST LOCAL 1102 RETIREMENT TRUST | WOODBURY NY | 91 | $41.9M | $574K |
