Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 85 U.S. retirement plans report holding Schwab Charles Corp in their Schedule of Assets, totaling $106.9M 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 | TRUSTEES OF ILWU-PMA PENSION PLAN ILWU-PMA PENSION PLAN | SAN FRANCISCO CA | 16,115 | $9.7B | $44.5M |
| 2 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN 6.0 | RESTON VA | 52,307 | $12.4B | $15.4M |
| 3 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) QACA PLAN |
RESTON VA |
| 28,117 |
| $7.9B |
| $9.8M |
| 4 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $5.6M |
| 5 | PROHEALTH PHYSICIANS, P.C. OPTUMCARE 401(K) RETIREMENT PLAN | MINNETONKA MN | 34,555 | $4.6B | $3.8M |
| 6 | QUEST DIAGNOSTICS CLINICAL LABORATORIES, INC. THE QUEST DIAGNOSTICS PROFIT SHARING PLAN | SECAUCUS NJ | 48,596 | $5.6B | $3.4M |
| 7 | TOYOTA MOTOR NORTH AMERICA, INC TOYOTA MOTOR NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | PLANO TX | 44,145 | $13.3B | $3.0M |
| 8 | PRINCIPAL FINANCIAL GROUP, INC. PRINCIPAL CASH BALANCE PLAN | DES MOINES IA | 12,410 | $1.5B | $2.6M |
| 9 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN FOR REPRESENTED EMPLOYEES | RESTON VA | 18,408 | $2.1B | $2.6M |
| 10 | BROADRIDGE FINANCIAL SOLUTIONS, INC. BROADRIDGE FINANCIAL SOLUTIONS, INC. RETIREMENT SAVINGS PLAN | NEWARK NJ | 6,802 | $1.9B | $1.9M |
