Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding ETF (SCHX) SCH US LARGE CAP Registered Investment Company in their Schedule of Assets, totaling $109.4M 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 | $41.4M |
| 2 | BREMER FINANCIAL CORPORATION BREMER 401(K) PLAN | ST. PAUL MN | 1,435 | $346.0M | $22.6M |
| 3 | CHAI TRUST COMPANY, LLC D/B/A EQUITY GROUP INVESTMENTS |
CHICAGO IL |
| 116 |
| $84.4M |
| $17.7M |
| 4 | NEWSTAT, PLLC STATCARE 401(K) & PROFIT SHARING PLAN | KNOXVILLE TN | 219 | $81.8M | $9.3M |
| 5 | OSBORN MALEDON, P.A. OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT | PHOENIX AZ | 94 | $59.3M | $8.3M |
| 6 | WOLFF BROS. SUPPLY, INC. WOLFF BROS. SUPPLY, INC. 401(K) PROFIT SHARING PLAN | MEDINA OH | 402 | $40.6M | $4.9M |
| 7 | RADIOLOGY ASSOCIATES, LLP RADIOLOGY ASSOCIATES, L.L.P. 401(K) PROFIT SHARING PLAN | CORPUS CHRISTI TX | 219 | $34.4M | $4.1M |
| 8 | PUEBLO RADIOLOGY MEDICAL GROUP, INC . PUEBLO RADIOLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | SANTA BARBARA CA | 96 | $48.5M | $1.1M |
