Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 92 U.S. retirement plans report holding Schwab Charles Corp. in their Schedule of Assets, totaling $161.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $27.5M |
| 2 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON VA | — | $23.5B | $21.1M |
| 3 | GENERAL DYNAMICS CORPORATION |
RESTON VA |
| — |
| $23.5B |
| $21.1M |
| 4 | DELL INC. DELL INC. 401(K) PLAN | ROUND ROCK TX | 36,668 | $14.7B | $15.8M |
| 5 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN 6.0 | RESTON VA | 52,307 | $12.4B | $15.4M |
| 6 | MCKESSON CORPORATION MCKESSON CORPORATION 401(K) RETIREMENT SAVINGS PLAN | IRVING TX | 26,640 | $5.7B | $12.9M |
| 7 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) QACA PLAN | RESTON VA | 28,117 | $7.9B | $9.8M |
| 8 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $5.6M |
| 9 | TOYOTA MOTOR NORTH AMERICA, INC TOYOTA MOTOR NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | PLANO TX | 44,145 | $13.3B | $3.0M |
| 10 | THRIVENT FINANCIAL FOR LUTHERANS THRIVENT INDIVIDUAL PENSION ACCOUNT PLAN | MINNEAPOLIS MN | 4,607 | $1.3B | $2.7M |
