Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab ETF (SCHV) SCH US LG CAP VAL N/R in their Schedule of Assets, totaling $166K 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 | CRAIG-HALLUM CAPITAL GROUP LLC CRAIG-HALLUM CAPITAL GROUP LLC 401(K) PLAN | MINNEAPOLIS MN | 88 | $52.2M | $166K |
