Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Schwab 1000 Index Fund Registered investment company in their Schedule of Assets, totaling $2.0B 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 | $2.0B |
| 2 | SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN | SAN DIEGO CA | 147 | $116.3M | $22.7M |
| 3 | COLLIERS MORTGAGE HOLDINGS LLC |
MINNEAPOLIS MN |
| 330 |
| $90.2M |
| $5.4M |
| 4 | MATANUSKA TELECOM ASSOCIATION, INC. MATANUSKA TELECOM ASSOCIATION, INC. 401(K) PLAN | PALMER AK | 279 | $57.0M | $4.9M |
| 5 | GREENBAUM, ROWE, SMITH & DAVIS LLP GREENBAUM, ROWE, SMITH & DAVIS LLP RETIREMENT PLAN AND TRUST | ISELIN NJ | 100 | $36.9M | $3.9M |
| 6 | ALLIED PHYSICIANS INC. ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST | FORT WAYNE IN | 0 | $18.6M | $44K |
