Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding SCHWAB FUND US SM CO IDX in their Schedule of Assets, totaling $2.0M 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 | CHRISTIANSON AIR CONDITIONING CHRISTIANSON AIR CONDITIONING AND PLUMBING RETIREMENT PLAN | ROUND ROCK TX | 153 | $24.3M | $1.3M |
| 2 | M & D SUPPLY, INC. M & D SUPPLY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BEAUMONT TX | 212 | $5.1M | $386K |
| 3 | EXPRESSION NETWORKS LLC |
WASHINGTON DC |
| 106 |
| $8.1M |
| $190K |
| 4 | SPOT AND COMPANY OF MANHATTAN, I SPOTCO, INC. 401(K) PLAN | NEW YORK NY | 72 | $7.2M | $86K |
| 5 | DUGAN TRUCK LINE, LLC DUGAN TRUCK LINE, LLC 401(K) RETIREMENT PLAN | WICHITA KS | 100 | $1.7M | $15K |
