Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab US Mid-Cap Index Fund in their Schedule of Assets, totaling $635K 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 | SOUTH TEXAS RADIOLOGY GROUP P.A. SOUTH TEXAS RADIOLOGY GROUP P.A. CASH BALANCE PENSION PLAN | SAN ANTONIO TX | 105 | $18.4M | $634K |
| 2 | PERFORMING ARTS CENTER TRUST, INC. ARSHT CENTER 401(K) PLAN | MIAMI FL | 105 | $8.8M | $1K |
