Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding The Charles Schwab Corporation in their Schedule of Assets, totaling $2.2M 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 | DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND | NORTH BRUNSWICK NJ | 62 | $331.4M | $1.0M |
| 2 | TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST | WHITE PLAINS NY | 765 | $209.4M | $686K |
| 3 |
PARSIPPANY NJ |
| 167 |
| $61.1M |
| $287K |
| 4 | UNITED UNION OF ROOFERS LOCAL 8 ANNUITY FUND UNITED UNION OF ROOFERS - LOCAL 8 ANNUITY FUND | LONG ISLAND CITY NY | 1,519 | $191.2M | $84K |
| 5 | DEFINED CONTRIBUTION PLAN OF THE MID JERSEY TRUCKING INDUSTRY AND TEAM DEFINED CONTRIBUTION PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND | NORTH BRUNSWICK NJ | 219 | $15.4M | $73K |
| 6 | THE BRIDGEPORT FIREMEN'S SICK AND DEATH BENEFIT ASSOCIATION, INC. BRIDGEPORT FIREMEN'S SICK AND DEATH BENEFIT ASSOCIATION, INC. | MILFORD CT | 272 | $2.4M | $39K |
| 7 | DELTA ENTERPRISE CORP. DELTA ENTERPRISE CORP. PROFIT SHARING PLAN II | NEW YORK NY | 62 | $412K | $2K |
