Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Schwab Fund Us Lrg Cmp Indx Fd in their Schedule of Assets, totaling $6.6M 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 | WESTFIELD BANK 401(K) PLAN AS ADOPTED BY WESTFIELD BANK | WESTFIELD MA | 328 | $48.1M | $1.7M |
| 2 | OST, INC. OST, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 423 | $36.5M | $1.4M |
| 3 | NATIONAL ASSOCIATION OF SOCIAL WORKERS, INC. N.A.S.W. EMPLOYEES 401(K) BENEFIT PLAN |
WASHINGTON DC |
| 210 |
| $22.3M |
| $1.2M |
| 4 | KELLEY TRUCKING INC. KELLEY TRUCKING INC. 401(K) SAVINGS PLAN | GOLDEN CO | 147 | $19.6M | $1.1M |
| 5 | HAZEN PAPER COMPANY HAZEN PAPER COMPANY RETIREMENT PROGRAM | HOLYOKE MA | 39 | $12.0M | $707K |
| 6 | LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE 403(B) PLAN | LONGVIEW TX | 289 | $7.0M | $315K |
| 7 | EVERETT CASH MUTUAL INSURANCE CO. EVERETT CASH MUTUAL INSURANCE CO. PROFIT SHARING PLAN AND TRUST | EVERETT PA | 114 | $16.5M | $117K |
