Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Treasury Obligations in their Schedule of Assets, totaling $287K 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 | I.A.T.S.E. LOCAL NO. 31 I.A.T.S.E. LOCAL NO. 31 RETIREMENT PLAN | KANSAS CITY MO | 210 | $12.3M | $246K |
| 2 | UNITED ASSOCIATION OF JOURNEYMEN HEALTH & WELFARE FUND UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICE PIPEFITTERS LOCAL #524 HEALTH & WELFARE FUND | SCRANTON PA | 306 | $16.2M | $41K |
