Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Schwab Schwab International Index in their Schedule of Assets, totaling $9.9M 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 | AMARILLO MEDICAL SPECIALISTS, LLP AMARILLO MEDICAL SPECIALISTS, LLP 401(K) PROFIT SHARING PLAN AND TRUST | AMARILLO TX | 172 | $32.4M | $4.5M |
| 2 | YEO & YEO EMPLOYEES, INC. YEO AND YEO 401(K) PLAN | SAGINAW MI | 243 | $50.3M | $3.0M |
| 3 | AMARILLO NATIONAL BANK AMARILLO NATIONAL BANK 401(K) PLAN |
AMARILLO TX |
| 719 |
| $118.5M |
| $2.1M |
| 4 | CARDIOLOGY CENTER OF AMARILLO, LLP CARDIOLOGY CENTER OF AMARILLO, LLP 401(K) PLAN | AMARILLO TX | 111 | $24.9M | $184K |
| 5 | HARVEY VOGEL MANUFACTURING CO. HARVEY VOGEL MANUFACTURING CO. HOURLY EMPLOYEES' 401(K) AND PROFIT SHARING PLAN | WOODBURY MN | 147 | $2.7M | $69K |
| 6 | HIAS PENNSYLVANIA HIAS PENNSYLVANIA 403(B) PLAN | PHILADELPHIA PA | 108 | $4.0M | $54K |
| 7 | IMS MARKETING, INC. D/B/A INSURANCE MANAGEMENT SERVICES INSURANCE MANAGEMENT SERVICES 401(K) PLAN | AMARILLO TX | 97 | $6.5M | $49K |
