Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab US Dividend Equity 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 | CSP INNOVATIONS OHIO PAYROLL CO., LLC. CSP PENSION PLAN FOR HOURLY EMPLOYEES - CAREY | AUBURN HILLS MI | 68 | $28.5M | $875K |
| 2 | CSP INNOVATIONS OHIO PAYROLL CO., LLC. CSP PENSION PLAN FOR HOURLY EMPLOYEES -N. BALTIMORE | AUBURN HILLS MI | 15 | $17.2M | $533K |
