Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Schwab in their Schedule of Assets, totaling $244.6M 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 | YOUNG CONAWAY STARGATT & TAYLOR, LLP YCS&T RETIREMENT PLAN | WILMINGTON DE | 257 | $131.4M | $57.1M |
| 2 | HOWMET AEROSPACE INC. HOWMET AEROSPACE SAVINGS PLANS MASTER TRUST | PITTSBURGH PA | — | $2.0B | $52.2M |
| 3 | WICHITA SURGICAL SPECIALISTS, P.A. WICHITA SURGICAL SPECIALISTS, P.A. 401(K) PLAN |
WICHITA KS |
| 243 |
| $71.5M |
| $33.8M |
| 4 | MCKOOL SMITH, A PROFESSIONAL CORPORATION MCKOOL SMITH 401(K) SAVINGS PLAN | DALLAS TX | 240 | $106.5M | $17.1M |
| 5 | ROARK CAPITAL MANAGEMENT LLC ROARK CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 142 | $43.9M | $14.0M |
| 6 | WACOAL AMERICA, INC. WACOAL AMERICA, INC. SAVINGS AND PROFIT SHARING PLAN | LYNDHURST NJ | 295 | $74.7M | $11.6M |
| 7 | BOICE-WILLIS CLINIC, P.A. BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN | ROCKY MOUNT NC | 290 | $97.0M | $11.0M |
| 8 | APPLIED OPTOELECTRONICS, INC. APPLIED OPTOELECTRONICS, INC. 401(K) PLAN | SUGAR LAND TX | 368 | $40.5M | $7.1M |
| 9 | KALERIS KALERIS 401(K) PLAN | ALPHARETTA GA | 290 | $62.6M | $5.4M |
| 10 | REPUBLIC BANCORP, INC. REPUBLIC BANCORP, INC. 401(K) RETIREMENT PLAN | LOUISVILLE KY | 995 | $154.5M | $5.3M |
