Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Investments Schwab 1000 Index Fund in their Schedule of Assets, totaling $10.7M 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 | MIDWEST ORTHOPAEDIC CENTER S.C. MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN | PEORIA IL | 115 | $51.8M | $8.7M |
| 2 | HOUSTON GRAND OPERA, INC. HOUSTON GRAND OPERA, INC. 403(B) PLAN | HOUSTON TX | 894 | $8.1M | $2.0M |
