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. Broad Market ETF in their Schedule of Assets, totaling $50K 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 | AUTOMATTIC INC. AUTOMATTIC INC. 401(K) PLAN | SAN FRANCISCO CA | 687 | $140.7M | $48K |
| 2 | WHATNOT INC WHATNOT 401(K) PLAN | MARINA DEL REY CA | 522 | $22.7M | $2K |
