Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding ETF (SCHB) SCH US BROAD MARKET Registered Investment Company in their Schedule of Assets, totaling $109.8M 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 | $77.0M |
| 2 | BREMER FINANCIAL CORPORATION BREMER 401(K) PLAN | ST. PAUL MN | 1,435 | $346.0M | $31.5M |
| 3 | PUEBLO RADIOLOGY MEDICAL GROUP, INC . |
SANTA BARBARA CA |
| 96 |
| $48.5M |
| $1.4M |
