Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Charles Schwab Schwab U.S. REIT ETF in their Schedule of Assets, totaling $219K 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 | $161K |
| 2 | FLOCK FREIGHT INC. FLOCK FREIGHT, INC. RETIREMENT TRUST | ENCINITAS CA | 236 | $18.6M | $20K |
| 3 | WHATNOT INC WHATNOT 401(K) PLAN | MARINA DEL REY CA |
| 522 |
| $22.7M |
| $17K |
| 4 | RIV DATA CORP RIV DATA CORP 401(K) PLAN | SANTA BARBARA CA | 50 | $9.5M | $16K |
| 5 | INFLAMMATIX, INC. INFLAMMATIX, INC. 401(K) PLAN | SUNNYVALE CA | 80 | $8.1M | $4K |
