Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Schwab 1000 Index Fund in their Schedule of Assets, totaling $31.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WESTERN GROWERS ASSOCIATION WESTERN GROWERS RETIREMENT SECURITY PLAN | IRVINE CA | 1,566 | $145.3M | $13.0M |
| 2 | PLATO WOODWORK, INC. PLATO WOODWORK, INC. PROFIT SHARING PLAN & TRUST | PLATO MN | 159 | $25.1M | $5.9M |
| 3 | GREENBAUM, ROWE, SMITH & DAVIS LLP |
ISELIN NJ |
| 132 |
| $39.3M |
| $5.1M |
| 4 | AMALGAMATED BANK OF CHICAGO AMALGAMATED BANK OF CHICAGO SALARIED EMPLOYEES' PROFIT SHARING PLAN | CHICAGO IL | 130 | $26.5M | $3.4M |
| 5 | CENTRAL VALLEY COMMUNITY MEDICAL IMAGING COMMUNITY MEDICAL IMAGING 401(K) PROFIT SHARING PLAN | FRESNO CA | 197 | $77.5M | $1.7M |
| 6 | THE BARABOO BANCORPORATION, INC. THE BARABOO BANCORPORATION, INC. 401K PROFIT SHARING PLAN | BARABOO WI | 89 | $19.9M | $1.6M |
| 7 | PLUMBERS & STEAMFITTERS LOCAL 565 PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN | PARKERSBURG WV | 605 | $35.4M | $799K |
