Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Charles Schwab** Schwab Total Stk Mkt Index in their Schedule of Assets, totaling $83.7M 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 | FIRELANDS REGIONAL HEALTH SYSTEM FIRELANDS REGIONAL HEALTH SYSTEM 401(K) PLAN | SANDUSKY OH | 1,789 | $74.9M | $30.5M |
| 2 | FIRELANDS REGIONAL HEALTH SYSTEM FIRELANDS REGIONAL HEALTH SYSTEM 401(K) PLAN | SANDUSKY OH | 1,762 | $59.6M | $25.2M |
| 3 | FIRELANDS REGIONAL MEDICAL CENTER |
SANDUSKY OH |
| 1,076 |
| $54.8M |
| $20.5M |
| 4 | WELLONS GROUP, INC. WELLONS GROUP, INC. PROFIT SHARING PLAN AND TRUST | VANCOUVER WA | 164 | $45.5M | $7.2M |
| 5 | PRECIS ENGINEERING, INC. PRECIS ENGINEERING, INC. 401(K) PLAN | AMBLER PA | 139 | $15.1M | $289K |
