Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab Schwab U.S. Aggregate Bond Index in their Schedule of Assets, totaling $1.4M 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 | PACKSIZE LLC PACKSIZE 401(K) PLAN | SALT LAKE CITY UT | 638 | $37.6M | $1.2M |
| 2 | EFG MANAGEMENT CO. INC. EPIC FITNESS GROUP RETIREMENT PLAN | NORTHVILLE MI | 488 | $3.9M | $127K |
