Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Schwab International Index Mutual fund in their Schedule of Assets, totaling $52.4M 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 | EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. 401(K) PLAN | SEATTLE WA | 6,417 | $1.2B | $33.2M |
| 2 | BLUE & CO., LLC BLUE & CO. 401(K) PLAN | CARMEL IN | 559 | $114.6M | $5.9M |
| 3 | ORA ORTHOPEDICS, P.C. ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN |
BETTENDORF IA |
| 399 |
| $78.0M |
| $4.1M |
| 4 | JAMES MOORE & CO., P.L. JAMES MOORE & CO., P.L. 401(K) RETIREMENT PLAN | GAINESVILLE FL | 269 | $44.3M | $2.5M |
| 5 | TOWER LOAN OF MISSISSIPPI, LLC TOWER LOAN OF MISSISSIPPI, LLC 401(K) AND PROFIT SHARING PLAN | FLOWOOD MS | 513 | $59.8M | $2.5M |
| 6 | M.P. ENVIRONMENTAL SERVICES, INC. M.P. ENVIRONMENTAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | BAKERSFIELD CA | 273 | $13.5M | $882K |
| 7 | WESTLIE MOTOR COMPANY WESTLIE MOTOR COMPANY 401(K) PROFIT SHARING PLAN | MINOT ND | 186 | $11.3M | $778K |
| 8 | RIATA MANAGEMENT LLC RIATA MANAGEMENT LLC 401(K) PLAN | DALLAS TX | 151 | $14.3M | $717K |
| 9 | COPELAND ENTERPRISES, INC. COPELAND ENTERPRISES, INC. 401(K) AND PROFIT SHARING PLAN | BROCKTON MA | 246 | $13.3M | $704K |
| 10 | CRIMSON WINE GROUP, LTD. CRIMSON WINE GROUP 401(K) PROFIT SHARING PLAN | NAPA CA | 199 | $16.3M | $509K |
