Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Schwab Strategic Trust U.S. Dividend Equity ETF in their Schedule of Assets, totaling $60K 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 | DCC LPG HOLDINGS, INC. DCC 401(K) RETIREMENT PLAN | ROBERTS IL | 2,315 | $143.1M | $60K |
