Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab MarketTrack Conservative Portfolio Mutual fund in their Schedule of Assets, totaling $47K 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 | VRX, INC. VRX, INC. RETIREMENT TRUST | PLANO TX | 197 | $11.2M | $29K |
| 2 | RESOURCE ACQUISITION & MANAGEM RESOURCE ACQUISITION & MANAGEM 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 393 | $1.7M | $18K |
