Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Investment Management Inc. Small-Cap Index Fund N/A in their Schedule of Assets, totaling $2.6M 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 | HANSON GROUP, INC. HANSON GROUP, INC. 401(K) PLAN | SPRINGFIELD IL | 496 | $132.6M | $2.6M |
