Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Self-Direct Invest Fund V in their Schedule of Assets, totaling $5.5M 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 | OHIO GASTROENTEROLOGY GROUP INC OHIO GASTROENTEROLOGY GROUP INC 401(K) PLAN | COLUMBUS OH | 306 | $60.2M | $5.4M |
| 2 | ANGUS BARN, LTD, LLC ANGUS BARN 401(K) PROFIT SHARING PLAN | RALEIGH NC | 254 | $16.0M | $142K |
| 3 | BCRA, INC. BCRA, INC. 401(K) RETIREMENT SAVINGS PLAN |
TACOMA WA |
| 61 |
| $10.0M |
| $25K |
