Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Schwab Schwab Small-Cap Index in their Schedule of Assets, totaling $3.4M 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 | FB FINANCIAL CORPORATION FIRSTBANK 401(K) SAVINGS PLAN & TRUST | NASHVILLE TN | 1,429 | $111.3M | $1.4M |
| 2 | AUGUST SCHELL ENTERPRISES AUGUST SCHELL ENTERPRISES 401K PLAN AND TRUST | ROCKVILLE MD | 115 | $13.3M | $770K |
| 3 | MSC SERVICES, LLC MSC SERVICES 401(K) PLAN |
COLORADO SPRINGS CO |
| 443 |
| $22.5M |
| $455K |
| 4 | THE AMERICAN LAW INSTITUTE THE AMERICAN LAW INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 55 | $40.9M | $285K |
| 5 | MILLER TRANSPORTATION, INC. MILLER TRANSPORTATION 401(K) PLAN AND TRUST | LOUISVILLE KY | 530 | $7.3M | $227K |
| 6 | HOSPICE OF THE CHESAPEAKE, INC. EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE | PASAADENA MD | 350 | $15.4M | $167K |
| 7 | EUREKA REALTY PARTNERS INC DBA CRAIG REALTY GROUP CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 576 | $7.8M | $59K |
| 8 | TRANSPORTATION MANAGEMENT CONSULTANTS, INC. TRANSPORTATION SPECIALIST 401(K) & PROFIT SHARING PLAN | KANKAKEE IL | 225 | $6.5M | $45K |
| 9 | CHICAGO COMMONS ASSOCIATION 403(B) THRIFT PLAN OF CHICAGO COMMONS ASSOCIATION | CHICAGO IL | 246 | $4.9M | $7K |
