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 Growth ETF in their Schedule of Assets, totaling $11.2M 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 | PLUNKETT COONEY, P.C. PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN | BLOOMFIELD HILLS MI | 157 | $87.2M | $6.5M |
| 2 | AMERICAN LEGION NATIONAL HEADQUARTERS THE AMERICAN LEGION EMPLOYEES SALARY SAVINGS PLAN | INDIANAPOLIS GA | 213 | $20.9M | $2.9M |
| 3 | ROUND ROOM HOLDINGS, INC. |
FISHERS IN |
| 1,421 |
| $51.3M |
| $1.8M |
