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 Tips ETF in their Schedule of Assets, totaling $6.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | $5.5M |
| 2 | HALLMARK FINANCIAL SERVICES INC RETIREMENT PLAN FOR EMPLOYEES OF THE MILLERS INSURANCE GROUP | DALLAS TX | 5 | $10.2M | $723K |
| 3 | MISSOURI CARDIOVASCULAR SPECIALISTS, LLP |
COLUMBIA MO |
| 104 |
| $48.9M |
| $131K |
