Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Markettrack Growth Registered investment company in their Schedule of Assets, totaling $2.6M 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 | DENTONS COHEN & GRIGSBY, P.C. DENTONS COHEN & GRIGSBY P.C. PENSION PLAN | PITTSBURGH PA | 138 | $150.7M | $1.5M |
| 2 | DENTONS COHEN & GRIGSBY P.C. DENTONS COHEN & GRIGSBY P.C. 401(K) PLAN | PITTSBURGH PA | 194 | $39.9M | $916K |
| 3 | SITEWORX HOLDINGS, LLC SHIFT7 DIGITAL 401(K) PLAN |
CARY NC |
| 58 |
| $10.8M |
| $66K |
| 4 | QUICK TECHNOLOGIES, INC. QUICK TECHNOLOGIES, INC. RETIREMENT TRUST | PLANO TX | 144 | $14.9M | $46K |
