Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding ETF (SCHV) SCH US LG CAP VAL Registered Investment Company in their Schedule of Assets, totaling $59.2M 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 | $31.2M |
| 2 | BREMER FINANCIAL CORPORATION BREMER 401(K) PLAN | ST. PAUL MN | 1,435 | $346.0M | $16.7M |
| 3 | NEWSTAT, PLLC STATCARE 401(K) & PROFIT SHARING PLAN |
KNOXVILLE TN |
| 219 |
| $81.8M |
| $4.8M |
| 4 | PLUNKETT COONEY, P.C. PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN | BLOOMFIELD HILLS MI | 157 | $87.2M | $3.6M |
| 5 | RADIOLOGY ASSOCIATES, LLP RADIOLOGY ASSOCIATES, L.L.P. 401(K) PROFIT SHARING PLAN | CORPUS CHRISTI TX | 219 | $34.4M | $1.6M |
| 6 | ASSOCIATION OF MARYLAND PILOTS AMP 401(K) PLAN | BALTIMORE MD | 134 | $61.1M | $1.3M |
