Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Schwab Schwab Small Cap Index Select in their Schedule of Assets, totaling $2.7M 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 | ENERCON, LTD. GRUMMAN/BUTKUS ASSOCIATES, LTD. EMPLOYEE 401(K) PLAN | EVANSTON IL | 146 | $60.9M | $2.5M |
| 2 | MESSER FINANCIAL GROUP MESSER FINANCIAL GROUP 401(K) PLAN | CHARLOTTE NC | 141 | $4.6M | $92K |
| 3 | WOMBLE BOND DICKINSON (US) LLP RETIREMENT SECURITY PLAN OF WOMBLE BOND DICKINSON (US) LLP - PLAN D |
WINSTON-SALEM NC |
| 0 |
| $3.6M |
| $49K |
| 4 | WOMBLE BOND DICKINSON (US) LLP RETIREMENT SECURITY PLAN OF WOMBLE BOND DICKINSON (US) LLP - PLAN C | WINSTON-SALEM NC | 166 | $3.6M | $38K |
| 5 | BIRD ACQUISITION, LLC BIRD ACQUISITION 401(K) PLAN | PHOENIX AZ | 345 | $5.2M | $32K |
