Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Schwab Small-Cap Index Fund Select in their Schedule of Assets, totaling $112K 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 | GRAND CONCOURSE ACADEMY CHARTE GRAND CONCOURSE ACADEMY CHARTE 401(K) PROFIT SHARING PLAN & TRUST | BRONX NY | 95 | $7.4M | $112K |
