Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Charles Schwab Schwab Small-Cap Index Fund in their Schedule of Assets, totaling $6.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KITCHELL CORPORATION KITCHELL AFFILIATES EMPLOYEES' TAX DEFERRED SAVINGS PLAN | PHOENIX AZ | 627 | $87.3M | $2.0M |
| 2 | PHILADELPHIA MUSEUM OF ART PHILADELPHIA MUSEUM OF ART 403(B) RETIREMENT AND SAVINGS PLAN | PHILADELPHIA PA | 579 | $136.6M | $1.2M |
| 3 | AMERICAN JEWISH UNIVERSITY |
LOS ANGELES CA |
| 156 |
| $22.4M |
| $723K |
| 4 | TEAMSTERS 261 AND EMPLOYERS TEAMSTERS #261 AND EMPLOYERS WELFARE FUND | NEW CASTLE PA | 2,288 | $19.6M | $622K |
| 5 | CRUSADERS CENTRAL CLINIC ASSOCIATION D/B/A CRUSADER COMMUNITY HEALTH CRUSADER COMMUNITY HEALTH RETIREMENT PLAN | ROCKFORD IL | 398 | $26.3M | $579K |
| 6 | PARR BROWN GEE & LOVELESS, A PROFESSIONAL CORPORATION PARR BROWN PROFIT SHARING PLAN | SALT LAKE CITY UT | 118 | $127.3M | $505K |
| 7 | SCANTIBODIES LABORATORY, INC SCANTIBODIES LABORATORY, INC 401(K) PROFIT SHARING PLAN | SANTEE CA | 95 | $23.9M | $461K |
| 8 | DEPLOYED RESOURCES LLC DEPLOYED RESOURCES LLC 401(K) PLAN | ROME NY | 1,139 | $19.3M | $91K |
| 9 | EFG MANAGEMENT CO. INC. EPIC FITNESS GROUP RETIREMENT PLAN | NORTHVILLE MI | 488 | $3.9M | $60K |
| 10 | WEBER AUTOMOTIVE MANAGEMENT, LLC WEBER AUTOMOTIVE MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN | COLUMBIA IL | 214 | $26.4M | $60K |
