Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 90 U.S. retirement plans report holding Schwab Self-Direct Invest Fund V Schwab 0 in their Schedule of Assets, totaling $195.6M 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 | 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 |
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 |
