Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Schwab SDB in their Schedule of Assets, totaling $9.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRB GROUP, INC. CRB GROUP, INC 401(K) PLAN | KANSAS CITY MO | 1,016 | $216.2M | $5.7M |
| 2 | PZENA INVESTMENT MANAGEMENT, LLC PZENA INVESTMENT MANAGEMENT, LLC 401(K) PLAN | NEW YORK NY | 142 | $51.6M | $1.6M |
| 3 | AURORA ORGANIC DAIRY CORP. AURORA ORGANIC DAIRY CORP. 401(K) PLAN |
BOULDER CO |
| 786 |
| $29.6M |
| $1.5M |
| 4 | VALUE LINE INC VALUE LINE, INC. PROFIT SHARING AND SAVINGS PLAN | NEW YORK NY | 112 | $22.6M | $572K |
