Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Trust Bank Hood River Small-Cap Growth in their Schedule of Assets, totaling $438K 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 | SCOTT ELECTRIC COMPANY SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN | GREENSBURG PA | 587 | $106.3M | $438K |
