Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schwab Moderate Aggressive Fund in their Schedule of Assets, totaling $4.1M 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 | EVANS & DIXON, LLC EVANS & DIXON, LLC 401(K) AND RETIREMENT PLAN | ST. LOUIS MO | 245 | $43.6M | $4.1M |
