Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Charles Schwab Schwab Total Stock Market Index Fund in their Schedule of Assets, totaling $5.1M 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 | EMERGENCY PHYSICIANS OF TIDEWATER, P.L.C. EMERGENCY PHYSICIANS OF TIDEWATER, PLC 401(K) & PROFIT SHARING PLAN | NORFOLK VA | 228 | $140.7M | $2.6M |
| 2 | PACIFIC LIFESTYLE HOMES, INC. PACIFIC LIFESTYLE HOMES, INC. 401(K) PLAN | VANCOUVER WA | 119 | $9.2M | $2.4M |
| 3 | BOARD OF TRUSTEES OF CONCESSION & PROGRAM EMPLOYEES LOCAL 468 PENSION |
CASTRO VALLEY CA |
| — |
| $971K |
| $32K |
