Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Schwab Total Stock Market Index in their Schedule of Assets, totaling $5.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEYDIG, VOIT & MAYER, LTD. LEYDIG, VOIT & MAYER, LTD. 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 151 | $149.3M | $5.3M |
| 2 | HOSPICE OF THE CHESAPEAKE, INC. EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE | PASAADENA MD | 350 | $15.4M | $267K |
| 3 | MARINER HEALTH CARE |
ATLANTA GA |
| 4,318 |
| $75.2M |
| $188K |
| 4 | MESSER FINANCIAL GROUP MESSER FINANCIAL GROUP 401(K) PLAN | CHARLOTTE NC | 141 | $4.6M | $188K |
