Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Schwab International Index Fd Mutual fund - in their Schedule of Assets, totaling $15.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BKF ENGINEERS BKF ENGINEERS 401(K) PROFIT SHARING PLAN | REDWOOD CITY CA | 405 | $149.8M | $4.4M |
| 2 | KENNEDY/JENKS CONSULTANTS, INC. KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN | SAN FRANCISCO CA | 507 | $148.0M | $3.8M |
| 3 | THE WINE GROUP, INC. THE WINE GROUP - FRANZIA WINERY RETIREMENT AND SAVINGS PLAN |
RIPON CA |
| 372 |
| $17.2M |
| $2.2M |
| 4 | BUC-EE'S, LTD. COMPANY SAVINGS PLAN | LAKE JACKSON TX | 6,149 | $70.8M | $2.2M |
| 5 | BARRACUDA NETWORKS, INCORPORATED BARRACUDA NETWORKS 401(K) PLAN | CAMPBELL CA | 888 | $134.4M | $2.0M |
| 6 | MESA NATURAL GAS SOLUTIONS LLC MESA NATURAL GAS SOLUTIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST | LOVELAND CO | 782 | $15.9M | $363K |
| 7 | KLEBERG BANK, N.A. KLEBERG BANK, N.A. 401(K) PLAN | KINGSVILLE TX | 129 | $14.8M | $57K |