Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Schwab SDB in their Schedule of Assets, totaling $222.5M 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 | BAYLOR SCOTT & WHITE HOLDINGS BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN | DALLAS TX | 46,788 | $4.7B | $82.2M |
| 2 | EMERGENCY PHYSICIANS OF CENTRAL FLORIDA, LLP EPCF 401(K) PROFIT SHARING PLAN | ORLANDO FL | 346 | $213.4M | $68.1M |
| 3 | GREEN CLINIC MANAGEMENT COMPANY, LLC |
RUSTON LA |
| 0 |
| $49.9M |
| $19.0M |
| 4 | BAYLOR SCOTT & WHITE HOLDINGS BAYLOR SCOTT & WHITE HEALTH 403(B) SAVINGS PLAN | DALLAS TX | 4,877 | $647.4M | $14.3M |
| 5 | HANNOVER LIFE REASSURANCE COMPANY OF AMERICA HANNOVER LIFE REASSURANCE COMPANY OF AMERICA RETIREMENT PLAN | ORLANDO FL | 321 | $160.4M | $10.4M |
| 6 | MERCY HEALTH CORPORATION MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN | ROCKFORD IL | 7,008 | $827.7M | $5.4M |
| 7 | CONTROL SOUTHERN INC. CONTROL SOUTHERN INC. PROFIT SHARING PLAN | SUWANEE GA | 247 | $48.9M | $4.6M |
| 8 | GENESCO INC. GENESCO SALARY DEFERRAL PLAN | NASHVILLE TN | 10,894 | $190.2M | $4.6M |
| 9 | RADIOLOGY ASSOCIATES OF TALLAHASSEE, P.A. RADIOLOGY ASSOCIATES OF TALLAHASSEE, P.A. 401(K) PROFIT SHARING PLAN | TALLAHASSEE FL | 192 | $42.4M | $3.6M |
| 10 | FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C. 401(K) PLAN | CHARLESTON WV | 75 | $49.5M | $3.2M |
