Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Schwab US Aggregate Bond Index in their Schedule of Assets, totaling $607K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE AMERICAN LAW INSTITUTE THE AMERICAN LAW INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 55 | $40.9M | $301K |
| 2 | HOSPICE OF THE CHESAPEAKE, INC. EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE | PASAADENA MD | 350 | $15.4M | $248K |
| 3 | MESSER FINANCIAL GROUP |
CHARLOTTE NC |
| 141 |
| $4.6M |
| $59K |
