Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schwab Schwab U.S. Large-Cap Value Index Fund in their Schedule of Assets, totaling $579K 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 | HANTZ GROUP INC. HANTZ GROUP RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 600 | $82.3M | $579K |