Schwab Self-Direct Invest Fund V Schwab 0
U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
Plans holding
91
Total parsed position
$194.5M
Data source
Schedule of Assets
Plans holding this fundranked by position size
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | QUIDDITY ENGINEERING, LLC QUIDDITY 401(K) PROFIT SHARING PLAN | BELLAIRE TX | 645 | $110.8M | $22.5M |
| 2 | HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK, P.C. HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK, P.C. 401(K) PLAN | EAST SYRACUSE NY | 338 | $73.1M | $22.2M |
| 3 | EASTERN NEPHROLOGY ASSOCIATES PLLC EASTERN NEPHROLOGY ASSOCIATES, PLLC 401(K) & PROFIT SHARING PLAN | GREENVILLE NC | 205 | $38.0M | $10.3M |
| 4 | OWNER-OPERATOR SERVICES, INC. OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN | GRAIN VALLEY MO | 263 | $30.8M | $9.2M |
| 5 | INTEGRATED MEDICAL GROUP, P.C. INTEGRATED MEDICAL GROUP, P.C. RET. PLAN | POTTSVILLE PA | 244 | $70.5M | $8.7M |
| 6 | TIOGA PIPE ,INC. TIOGA RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 116 | $34.5M | $7.8M |
| 7 | MINNESOTA UROLOGY P.A. MINNESOTA UROLOGY P.A. 401(K) PROFIT SHARING PLAN | BLOOMINGTON MN | 257 | $54.2M | $7.5M |
| 8 | HILL, BARTH & KING, LLC HILL, BARTH & KING, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 550 | $97.2M | $7.1M |
| 9 | HBK SORCE FINANCIAL, LLC HBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 116 | $25.7M | $6.6M |
| 10 | ORTHOPEDIC HEALTH OF KANSAS CITY PC ORTHOPEDIC HEALTH OF KANSAS CITY P. C. PROFIT SHARING 401(K) PLAN | NORTH KANSAS CITY MO | 93 | $19.8M | $6.0M |
See all 91 plans holding Schwab Self-Direct Invest Fund V Schwab 0
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