Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding SCH Treas INFL Pro Secs IDX Registered investment company in their Schedule of Assets, totaling $434.5M 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 | THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE TX | 32,145 | $8.9B | $355.4M |
| 2 | MAYER BROWN LLP MAYER BROWN LLP USA SAVINGS PLAN | CHICAGO IL | 2,078 | $1.2B | $16.3M |
| 3 | SOUTHLAND INDUSTRIES SOUTHLAND INDUSTRIES EMPLOYEES' 401K PLAN |
GARDEN GROVE CA |
| 1,096 |
| $211.8M |
| $11.8M |
| 4 | LINEBARGER GOGGAN BLAIR & SAMPSON, LLP LINEBARGER GOGGAN BLAIR & SAMPSON AND ITS AFFILIATES RETIREMENT PLAN | AUSTIN TX | 1,093 | $116.5M | $9.0M |
| 5 | UNITED ANESTHESIA SERVICES, P.C. UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN | PLYMOUTH MEETING PA | 472 | $200.0M | $6.3M |
| 6 | EMR (USA HOLDINGS) INC. EMR USA RETIREMENT SAVINGS PLAN | METAIRIE LA | 1,673 | $84.9M | $5.6M |
| 7 | AGILIX SOLUTIONS, LLC AGILIX SOLUTIONS, LLC PROFIT SHARING PLAN | ST. LOUIS MO | 384 | $60.3M | $5.2M |
| 8 | MISSION INTERNAL MEDICAL GROUP, INC MISSION INTERNAL MEDICAL GROUP AMENDED PROFIT SHARING 401(K) PLAN | MISSION VIEJO CA | 148 | $141.0M | $4.4M |
| 9 | MATANUSKA TELECOM ASSOCIATION, INC. MATANUSKA TELECOM ASSOCIATION, INC. 401(K) PLAN | PALMER AK | 279 | $57.0M | $3.6M |
| 10 | MASONITE CORPORATION MASONITE SAVINGS PLAN | TAMPA FL | 4,516 | $324.4M | $3.2M |
