Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Schwab US LCap Grwth ETF Various Maturities in their Schedule of Assets, totaling $405K 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 | SOUTHERN NEW JERSEY PERINATAL COOPERATIVE SOUTHERN NEW JERSEY PERINATAL COOPERATIVE 401(K) PROFIT SHARING PLAN | PENNSAUKEN NJ | 202 | $7.7M | $405K |
