Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Schwab Schwab Treas Infl Prot Sec Idx - in their Schedule of Assets, totaling $14.4M 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 | ITHACA COLLEGE ITHACA COLLEGE 403(B) RETIREMENT PLAN | ITHACA NY | 1,595 | $635.3M | $9.9M |
| 2 | AUGSBURG UNIVERSITY AUGSBURG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MINNEAPOLIS MN | 705 | $149.4M | $1.4M |
| 3 | NORWICH UNIVERSITY NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
NORTHFIELD VT |
| 1,016 |
| $175.8M |
| $1.2M |
| 4 | WOODWARD ACADEMY, INC. WOODWARD ACADEMY RETIREMENT PLAN | COLLEGE PARK GA | 628 | $133.9M | $909K |
| 5 | QUEENS UNIVERSITY OF CHARLOTTE QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN | CHARLOTTE NC | 328 | $66.8M | $757K |
| 6 | 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 | $120K |
| 7 | THE STEWARD SCHOOL CORPORATION THE STEWARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | RICHMOND VA | 137 | $21.4M | $17K |
| 8 | AREA SUBSTANCE ABUSE COUNCIL , INC. AREA SUBSTANCE ABUSE COUNCIL RETIREMENT PLAN | CEDAR RAPIDS IA | 169 | $4.1M | $15K |
| 9 | MCCARTER THEATRE COMPANY MCCARTER THEATRE RETIREMENT PLAN | PRINCETON NJ | 88 | $17.7M | $13K |
| 10 | BY APPOINTMENT ONLY BY APPOINTMENT ONLY 401K PLAN | CHELMSFORD MA | 93 | $11.3M | $12K |
