Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Schwab International Index Fund in their Schedule of Assets, totaling $23.1M 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 | FREMONT GROUP MANAGEMENT, LLC. FREMONT GROUP RETIREMENT PLAN | SAN FRANCISCO CA | 175 | $102.8M | $8.0M |
| 2 | HAAS AUTOMATION, INC. HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN | OXNARD CA | 1,377 | $356.1M | $6.0M |
| 3 | PULMONARY ASSOCIATES OF RICHMOND, INC. PULMONARY ASSOCIATES OF RICHMOND, INC. PROFIT SHARING PLAN |
RICHMOND VA |
| 246 |
| $51.2M |
| $3.8M |
| 4 | HAGENS BERMAN SOBOL SHAPIRO LLP HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN | SEATTLE WA | 140 | $30.3M | $2.5M |
| 5 | HELWIG CARBON PRODUCTS, INC. HELWIG CARBON PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN | MILWAUKEE WI | 272 | $33.4M | $757K |
| 6 | MISSISSIPPI MANAGEMENT, INC. MISSISSIPPI MANAGEMENT, INC. 401(K) RETIREMENT AND SAVINGS PLAN | RIDGELAND MS | 1,482 | $7.8M | $632K |
| 7 | NATIONAL COMPREHENSIVE CANCER NETWORK NATIONAL COMPREHENSIVE CANCER NETWORK 403(B) DC PLAN | PLYMOUTH MEETING PA | 160 | $42.5M | $483K |
| 8 | SAFETY MARKING, INC. SAFETY MARKING, INC. MONEY PURCHASE PENSION PLAN | BRIDGEPORT CT | 164 | $8.5M | $460K |
| 9 | ATHLETICS INVESTMENT GROUP LLC DBA OAKLAND ATHLETICS BASEBALL COMPANY ATHLETICS INVESTMENT GROUP 401(K) PLAN | OAKLAND CA | 1,000 | $40.1M | $355K |
| 10 | FIDUCIARY WISE, LLC IOWA SENIOR 401(K) POOLED EMPLOYER PLAN | GILBERT AZ | 846 | $12.7M | $78K |
