Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Charles Schwab Schwab 1000 Index Fund in their Schedule of Assets, totaling $1.5M 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 | PACIFIC TRANSFER LLC PACIFIC TRANSFER LLC PROFIT SHARING PLAN | HONOLULU HI | 91 | $14.8M | $1.3M |
| 2 | EMT RESIDENTIAL EMT RESIDENTIAL 401(K) INVESTMENT PLAN | LOS ANGELES CA | 190 | $4.6M | $211K |
| 3 | SOUTH NASSAU COMMUNITIES HOSPITAL SOUTH NASSAU COMMUNITIES HOSPITAL EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN |
OCEANSIDE NY |
| 4,084 |
| $358.6M |
| $3K |
