Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Charles Schwab Small Cap Index Fund # in their Schedule of Assets, totaling $12.6M 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 | WEST COUNTY RADIOLOGICAL GROUP, INC WEST COUNTY RADIOLOGICAL GROUP, INC. PROFIT SHARING PLAN | ST. LOUIS MO | 153 | $83.5M | $4.6M |
| 2 | LIPSCOMB UNIVERSITY LIPSCOMB UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NASHVILLE TN | 1,231 | $152.2M | $2.9M |
| 3 | THE BATON ROUGE CLINIC (A MEDICAL CORPORATION) |
BATON ROUGE LA |
| 605 |
| $191.8M |
| $2.7M |
| 4 | MILLER, COOPER & CO., LTD. MILLER, COOPER & CO., LTD. PROFIT SHARING & SAVINGS PLAN & TRUST | DEERFIELD IL | 424 | $123.1M | $1.5M |
| 5 | COMMUNITY COUNCIL OF NASHUA, NH GREATER NASHUA MENTAL HEALTH 403(B) PLAN | NASHUA NH | 263 | $9.3M | $275K |
| 6 | HEADWAY WORKFORCE SOLUTIONS, INC. HEADWAY WORKFORCE SOLUTIONS, INC. SALARY SAVINGS PLAN | RALEIGH NC | 0 | $0 | $210K |
| 7 | TYOGA CONTAINER COMPANY, INC. TYOGA CONTAINER COMPANY, INC. 401(K) PROFIT SHARING PLAN | TIOGA PA | 140 | $12.3M | $175K |
| 8 | CENTURY COMPANIES, INC CENTURY COMPANIES, INC RETIREMENT PLAN | PEWAUKEE WI | 162 | $52.4M | $93K |
| 9 | FERADYNE OUTDOORS LLC FERADYNE OUTDOORS RETIREMENT SAVINGS PLAN | SUPERIOR WI | 148 | $3.9M | $89K |
| 10 | AMERICANTCS FIDUCIARY SERVICES, LLC MARINER SELECT RETIREMENT PLAN | PITTSBURGH PA | 955 | $7.9M | $70K |
