Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Corp in their Schedule of Assets, totaling $6.2M 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 | THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY WESTERN & SOUTHERN FINANCIAL GROUP PENSION PLAN | CINCINNATI OH | 2,560 | $1.2B | $6.0M |
| 2 | THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY WESTERN & SOUTHERN FINANCIAL GROUP VEBA MASTER TRUST | CINCINNATI OH | — | $9.0M | $144K |
| 3 | PROFESSIONAL LAW ENFORCEMENT ASSOCIATION, INC. |
ROCHESTER MI |
| 13,252 |
| $3.2M |
| $24K |
