Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding ETF (SCHF) SCH INTL EQ Registered Investment Company in their Schedule of Assets, totaling $131.6M 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 | $46.7M |
| 2 | BREMER FINANCIAL CORPORATION BREMER 401(K) PLAN | ST. PAUL MN | 1,435 | $346.0M | $25.0M |
| 3 | SUNSET AVIATION, LLC DBA SOLAIRUS AVIATION |
PETALUMA CA |
| 1,127 |
| $183.9M |
| $20.2M |
| 4 | CHAI TRUST COMPANY, LLC D/B/A EQUITY GROUP INVESTMENTS CHAI TRUST COMPANY ADVANTAGE RETIREMENT SAVINGS PLAN | CHICAGO IL | 116 | $84.4M | $7.9M |
| 5 | NEWSTAT, PLLC STATCARE 401(K) & PROFIT SHARING PLAN | KNOXVILLE TN | 219 | $81.8M | $6.1M |
| 6 | PLUNKETT COONEY, P.C. PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN | BLOOMFIELD HILLS MI | 157 | $87.2M | $6.0M |
| 7 | AMERICAN RADIOLOGY ASSOCIATES, P.A. AMERICAN RADIOLOGY ASSOCIATES, P.A. RETIREMENT PLAN | DALLAS TX | 126 | $97.7M | $5.8M |
| 8 | ASSOCIATION OF MARYLAND PILOTS AMP 401(K) PLAN | BALTIMORE MD | 134 | $61.1M | $4.4M |
| 9 | WOLFF BROS. SUPPLY, INC. WOLFF BROS. SUPPLY, INC. 401(K) PROFIT SHARING PLAN | MEDINA OH | 402 | $40.6M | $4.3M |
| 10 | RADIOLOGY ASSOCIATES, LLP RADIOLOGY ASSOCIATES, L.L.P. 401(K) PROFIT SHARING PLAN | CORPUS CHRISTI TX | 219 | $34.4M | $3.7M |
