Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Funds Schwab Total Stock Market Index - in their Schedule of Assets, totaling $26.7M 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 | SALEM CLINIC, P.C. SALEM CLINIC, P.C. 401(K) CASH OR DEFERRED SAVINGS PLAN | SALEM OR | 514 | $118.9M | $18.5M |
| 2 | ANEW CLIMATE, LLC ANEW CLIMATE, LLC 401(K) PLAN | HOUSTON TX | 152 | $17.7M | $8.1M |
| 3 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN |
LAKELAND FL |
| 2,092 |
| $327.8M |
| $78K |
| 4 | ATLANTIC HEALTH SYSTEM INC. ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORRISTOWN NJ | 22,873 | $1.3B | $15K |
