Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Funds Schwab Treasury Inflation Protected Securities Index Fund in their Schedule of Assets, totaling $137K 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 | IMMIGRANT DEFENDERS LAW CENTER IMMIGRANT DEFENDERS LAW CENTER 401(K) PROFIT SHARING PLAN & TRUST | LOS ANGELES CA | 210 | $3.5M | $68K |
| 2 | CALLIDITAS NA ENTERPRISES INC CALLIDITAS NA ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 151 | $8.0M | $65K |
| 3 | AMG ENTERPRISES LLC |
BRANFORD CT |
| 112 |
| $1.2M |
| $4K |
