Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding SCHWAB 1000 INVESTOR SHS in their Schedule of Assets, totaling $157K 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 | MERCED FACULTY ASSOCIATES MEDICAL GROUP, INC. MERCED FACULTY ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | MERCED CA | 211 | $31.5M | $157K |
