Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Funds Schwab Small Cap Index Select - in their Schedule of Assets, totaling $196K 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 | SHODEEN GROUP, LLC SHODEEN GROUP, LLC 401(K) PLAN | GENEVA IL | 119 | $14.0M | $170K |
| 2 | RELAY RESOURCES RELAY RESOURCES 403(B) RETIREMENT PLAN | PORTLAND OR | 861 | $14.7M | $25K |
