Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Wisdom Tree US Quality Dividend Growth Index in their Schedule of Assets, totaling $241K 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 | PICKERING, INC. PICKERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | MEMPHIS TN | 112 | $13.2M | $241K |
