Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Charles Schwab Schwab US Large-Cap ETF in their Schedule of Assets, totaling $10.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PLUNKETT COONEY, P.C. PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN | BLOOMFIELD HILLS MI | 157 | $87.2M | $9.1M |
| 2 | LOS ANGELES TURF CLUB, INCORPORATED LOS ANGELES TURF CLUB, INCORPORATED RETIREMENT INCOME PLAN | ARCADIA CA | 51 | $23.7M | $1.5M |
| 3 | MELTON MACHINE & CONTROL COMPANY |
WASHINGTON MO |
| 107 |
| $57.3M |
| $207K |
