Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Charles Schwab Schwab Small Cap Index in their Schedule of Assets, totaling $4.4M 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 | TITAN INTERNATIONAL, INC. TITAN INTERNATIONAL, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN | QUINCY IL | 1,360 | $106.2M | $2.9M |
| 2 | SITEWORX LLC DBA SHIFT7 DIGITAL SHIFT7 DIGITAL 401(K) PLAN | CHICAGO IL | 122 | $8.5M | $456K |
| 3 | TITAN INTERNATIONAL, INC. TITAN TIRE CORPORATION SAVINGS PLAN |
QUINCY IL |
| 633 |
| $22.0M |
| $435K |
| 4 | TPC WIRE & CABLE CORP. TPC WIRE & CABLE CORP. 401(K) RETIREMENT SAVINGS PLAN | MACEDONIA OH | 720 | $23.2M | $391K |
| 5 | DIGNARI, LLC DIGNARI, LLC 401(K) PLAN | ALEXANDRIA VA | 0 | $3.1M | $125K |
| 6 | GOODWILL INDUSTRIES SUNCOAST, INC. SECTION 403(B) RETIREMENT PLAN FOR GOODWILL INDUSTRIES SUNCOAST, INC. | ST. PETERSBURG FL | 969 | $18.3M | $35K |
| 7 | INLAND COUNTIES LEGAL SERVICES, INC INLAND COUNTIES LEGAL SERVICES, INC. RETIREMENT SAVINGS PLAN | RIVERSIDE CA | 159 | $6.3M | $13K |
