Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Schwab international index fund Mutual Fund - in their Schedule of Assets, totaling $106.9M 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 | BERGELECTRIC CORPORATION BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN | CARLSBAD CA | 2,434 | $168.7M | $25.0M |
| 2 | BERGELECTRIC CORPORATION BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN | CARLSBAD CA | 1,984 | $138.2M | $22.5M |
| 3 | QUINN GROUP, INC. QUINN GROUP, INC. RETIREMENT PLAN |
CITY OF INDUSTRY CA |
| 1,461 |
| $235.7M |
| $20.4M |
| 4 | THE WINE GROUP, INC. THE WINE GROUP RETIREMENT & SAVINGS PLAN | RIPON CA | 623 | $135.7M | $13.9M |
| 5 | SILICON LABORATORIES INC. SILICON LABORATORIES INC. 401(K) PLAN | AUSTIN TX | 674 | $265.2M | $10.3M |
| 6 | ONE WORKPLACE L. FERRARI, LLC ONE WORKPLACE L. FERRARI 401(K) PLAN | SANTA CLARA CA | 866 | $100.1M | $3.3M |
| 7 | MAXOR NATIONAL PHARMACY SERVICES COMPANY MAXOR NATIONAL PHARMACY SERVICES COMPANY 401(K) PLAN | AMARILLO TX | 1,178 | $116.7M | $2.7M |
| 8 | SMARTTHINGS, INC. SMARTTHINGS 401(K) PLAN | MOUNTAIN VIEW CA | 242 | $43.6M | $2.1M |
| 9 | WAGNER, FALCONER, AND JUDD, LTD. WAGNER, FALCONER, AND JUDD LTD PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 63 | $5.6M | $1.0M |
| 10 | VIRGINIA INDUSTRIES, INC. VIRGINIA INDUSTRIES RETIREMENT PLAN | ROCKY HILL CT | 21 | $9.2M | $905K |
