Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Schwab International Index Fund Registered investment company in their Schedule of Assets, totaling $32.8M 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 | EMR (USA HOLDINGS) INC. EMR USA RETIREMENT SAVINGS PLAN | METAIRIE LA | 1,673 | $84.9M | $11.7M |
| 2 | TECOLOTE RESEARCH, INC. TECOLOTE RESEARCH, INC. MONEY PURCHASE PENSION PLAN | GOLETA CA | 632 | $209.9M | $5.2M |
| 3 | WELTMAN, WEINBERG & REIS CO., L.P.A WELTMAN, WEINBERG & REIS CO., L.P.A 401(K) PROFIT SHARING PLAN & TRUST |
INDEPENDENCE OH |
| 636 |
| $58.5M |
| $5.1M |
| 4 | GARAN LUCOW MILLER, P.C. GARAN LUCOW MILLER, P.C. PROFIT SHARING PLAN & TRUST | DETROIT MI | 120 | $46.1M | $3.7M |
| 5 | UNITED ANESTHESIA SERVICES, P.C. UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN | PLYMOUTH MEETING PA | 472 | $200.0M | $3.2M |
| 6 | FIELDCORE SERVICE, INC. FIELDCORE SERVICE, INC. RETIREMENT SAVINGS PLAN AND TRUST | ATLANTA GA | 2,547 | $388.5M | $1.6M |
| 7 | SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN | SAN DIEGO CA | 147 | $116.3M | $1.4M |
| 8 | WALLACE GRAPHICS, INC. WALLACE GRAPHICS, INC. 401(K) PLAN | DULUTH GA | 124 | $8.5M | $308K |
| 9 | MONROE MEDI-TRANS, INC. MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN | ROCHESTER NY | 167 | $3.2M | $261K |
| 10 | SEACHANGE PRINTING & MARKETING SERVICES, LLC SEACHANGE PRINTING & MARKETING SERVICES, LLC 401(K) PLAN | PLYMOUTH TX | 192 | $9.6M | $96K |
