Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Schwab Funds in their Schedule of Assets, totaling $45.4M 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 | NORTHWEST BANK NORTHWEST BANK PENSION PLAN | WARREN PA | 992 | $219.6M | $37.8M |
| 2 | CONNECT HOLDING II, LLC BRIGHTSPEED 401(K) SAVINGS PLAN | CHARLOTTE NC | 4,119 | $351.5M | $3.2M |
| 3 | KURT J LESKER CO KURT J. LESKER CO. 401(K) RETIREMENT PLAN |
JEFFERSON HILLS PA |
| 361 |
| $52.7M |
| $1.9M |
| 4 | NATIONAL LIFE INSURANCE COMPANY NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN | MONTPELIER VT | 733 | $65.7M | $723K |
| 5 | R.V. KUHNS & ASSOCIATES, INC. DBA RVK, INC. RVK, INC. RETIREMENT SAVINGS PLAN | PORTLAND OR | 143 | $32.7M | $619K |
| 6 | JCB, INC. JCB, INC. 401(K) RETIREMENT PLAN | POOLER GA | 976 | $48.5M | $459K |
| 7 | HALCON FURNITURE LLC HALCON CORPORATION RETIREMENT PLAN | STEWARTVILLE MN | 304 | $11.4M | $214K |
| 8 | ELLIOTT OIL COMPANY ELLIOTT OIL COMPANY 401(K) PROFIT SHARING PLAN | OTTUMWA IA | 134 | $9.9M | $196K |
| 9 | TARRIER FOODS CORPORATION TARRIER FOODS CORPORATION PROFIT SHARING PLAN | COLUMBUS OH | 86 | $8.2M | $188K |
| 10 | BEVARA, INC. BEVARA 401(K) PLAN | PEWAUKEE WI | 198 | $4.5M | $139K |
