Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding ETF (SCHA) SCH US SMALL CAP Registered Investment Company in their Schedule of Assets, totaling $28.5M 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 | SCRIPPS CLINIC MEDICAL GROUP, INC. SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | LA JOLLA CA | 1,073 | $962.1M | $13.6M |
| 2 | BREMER FINANCIAL CORPORATION BREMER 401(K) PLAN | ST. PAUL MN | 1,435 | $346.0M | $8.5M |
| 3 | CHAI TRUST COMPANY, LLC D/B/A EQUITY GROUP INVESTMENTS |
CHICAGO IL |
| 116 |
| $84.4M |
| $4.1M |
| 4 | NEWSTAT, PLLC STATCARE 401(K) & PROFIT SHARING PLAN | KNOXVILLE TN | 219 | $81.8M | $1.3M |
| 5 | RADIOLOGY ASSOCIATES, LLP RADIOLOGY ASSOCIATES, L.L.P. 401(K) PROFIT SHARING PLAN | CORPUS CHRISTI TX | 219 | $34.4M | $797K |
| 6 | PUEBLO RADIOLOGY MEDICAL GROUP, INC . PUEBLO RADIOLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | SANTA BARBARA CA | 96 | $48.5M | $195K |
