Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Schwab Us Mid-Cap Index in their Schedule of Assets, totaling $3.7M 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 | MORRISON COHEN LLP MORRISON COHEN RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 186 | $126.8M | $3.1M |
| 2 | THE AMERICAN LAW INSTITUTE THE AMERICAN LAW INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 55 | $40.9M | $559K |
| 3 | AUGUST SCHELL ENTERPRISES |
ROCKVILLE MD |
| 115 |
| $13.3M |
| $4K |
| 4 | G3 TECHNOLOGIES INC G3 TECHNOLOGIES INC 401(K) PLAN | COLUMBIA MD | 223 | $59.5M | $2K |
