Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab Schwab Small Cap Index Select in their Schedule of Assets, totaling $807K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MESA VINEYARD MANAGEMENT, INC. MESA VINEYARD 401(K) RETIREMENT PLAN | TEMPLETON CA | 445 | $18.5M | $426K |
| 2 | COHEN VENTURES, INC DBA ENERGY SOLUTIONS ENERGY SOLUTIONS 401(K) PROFIT SHARING PLAN | OAKLAND CA | 494 | $46.3M | $382K |
