Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Charles Schwab Small Cap Index # in their Schedule of Assets, totaling $18.9M 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 | PAUL WEISS RIFKIND WHARTON & GARRISON LLP PAUL WEISS RIFKIND WHARTON & GARRISON LLP CASH OR DEFERRED PLAN | NEW YORK NY | 2,338 | $636.2M | $13.0M |
| 2 | PAUL WEISS RIFKIND WHARTON & GARRISON LLP PAUL WEISS RIFKIND WHARTON & GARRISON LLP MEMBERS' PENSION & RETIREMENT PLAN | NEW YORK NY | 662 | $248.5M | $3.3M |
| 3 |
NEW YORK NY |
| 788 |
| $52.3M |
| $712K |
| 4 | THE CENTER FOR BONE AND JOINT DISEASE, P.A. THE CENTER FOR BONE AND JOINT DISEASE, P.A. PROFIT SHARING PLAN | HUDSON FL | 117 | $15.8M | $685K |
| 5 | MARX/OKUBO ASSOCIATES, LTD. MARX/OKUBO ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 211 | $39.3M | $670K |
| 6 | NOU SYSTEMS, INC. NOU SYSTEMS, INC. 401(K) PLAN | HUNTSVILLE AL | 277 | $36.3M | $199K |
| 7 | CATHEXIS INVESTMENT MANAGEMENT, LP CATHEXIS INVESTMENT MANAGEMENT, LP 401(K) PLAN | HOUSTON TX | 124 | $9.3M | $189K |
| 8 | HIGH COUNTRY BEVERAGE CORPORATION HIGH COUNTRY BEVERAGE CORPORATION 401(K) PLAN | JOHNSTOWN CO | 122 | $17.2M | $68K |
| 9 | UNITED TN HOLDINGS, INC. UNITED TN HOLDINGS, INC. 401(K) PLAN | COLLIERVILLE TN | 379 | $8.4M | $41K |
| 10 | STORE SUPPLY WAREHOUSE STORE SUPPLY WAREHOUSE EMPLOYEE SAVINGS PLAN | BRIDGETON MO | 119 | $5.7M | $25K |
