Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Schwab Fundmtl Int SMMID Index Registered investment company in their Schedule of Assets, totaling $2.7M 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 | CBC COMPANIES, INC. CBC COMPANIES, INC. PROFIT SHARING AND SAVINGS PLAN | COLUMBUS OH | 632 | $169.0M | $1.1M |
| 2 | COLLIERS MORTGAGE HOLDINGS LLC COLLIERS MORTGAGE HOLDINGS LLC EMPLOYEE 401(K) PLAN | MINNEAPOLIS MN | 330 | $90.2M | $453K |
| 3 | WEST COUNTY RADIOLOGICAL GROUP, INC |
ST. LOUIS MO |
| 153 |
| $83.5M |
| $443K |
| 4 | COASTAL CAROLINA HEALTH CARE, P.A. COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN | NEW BERN NC | 532 | $71.8M | $394K |
| 5 | FISH & RICHARDSON P.C FISH & RICHARDSON ASSOCIATES' - 401(K) PLAN | MINNEAPOLIS MN | 136 | $31.7M | $129K |
| 6 | MATANUSKA TELECOM ASSOCIATION, INC. MATANUSKA TELECOM ASSOCIATION, INC. 401(K) PLAN | PALMER AK | 279 | $57.0M | $97K |
| 7 | RAPID CITY MEDICAL CENTER, LLP RAPID CITY MEDICAL CENTER 401(K) PLAN | RAPID CITY SD | 437 | $74.6M | $72K |
| 8 | BEECH BROOK BEECH BROOK RETIREMENT SAVINGS PLAN | CLEVELAND OH | 152 | $12.9M | $8K |
