Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Schwab Schwab Small-Cap Index Fund in their Schedule of Assets, totaling $10.5M 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 | MASLON, LLP MASLON RETIREMENT AND SAVINGS PLAN | MINNEAPOLIS MN | 90 | $72.3M | $3.1M |
| 2 | MORRISON COHEN LLP MORRISON COHEN RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 186 | $126.8M | $2.0M |
| 3 | IMI AMERICAS LLC. IMI 401(K) PLAN | DENVER |
| 1,547 |
| $312.6M |
| $1.8M |
| 4 | HANTZ GROUP INC. HANTZ GROUP RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 600 | $82.3M | $1.6M |
| 5 | NATIONAL FOUNDATION FOR THE CDC, INC. NAT'L FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL/PREVENTION INC DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 1,027 | $68.1M | $1.5M |
| 6 | PROFESSIONAL SERVICES GROUP, INC. PSG/CIP 401(K) RETIREMENT PLAN | KENOSHA WI | 402 | $17.1M | $252K |
| 7 | LA FAMILIA MEDICAL CENTER LA FAMILIA MEDICAL CENTER 403(B) TAX DEFERRED RETIREMENT PLAN | SANTA FE NM | 163 | $12.5M | $225K |
| 8 | THE WINIFRED MASTERSON BURKE MEDICAL RESEARCH INSTITUTE INC WINIFRED MASTERSON BURKE MEDICAL RESEARCH INSTITUTE 403(B) DC PLAN | WHITE PLAINS NY | 62 | $22.0M | $58K |
| 9 | MCCARTER THEATRE COMPANY MCCARTER THEATRE RETIREMENT PLAN | PRINCETON NJ | 88 | $17.7M | $3K |
| 10 | 12 OAKS MANAGEMENT SERVICES IN 12 OAKS MANAGEMENT SERVICES IN 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 1,382 | $3.1M | $2K |
