Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Schwab U.S. REIT ETF in their Schedule of Assets, totaling $38K 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 | AGILE DEFENSE LLC AGILE DEFENSE LLC 401(K) PLAN | MCLEAN VA | 2,475 | $75.7M | $33K |
| 2 | LOFT ORBITAL SOLUTIONS INC. LOFT ORBITAL SOLUTIONS 401(K) PLAN | SAN FRANCISCO CA | 189 | $6.3M | $5K |
