Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Self-Direct Invest Fund V Schwab Self-Direct 0 in their Schedule of Assets, totaling $3.0M 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 | RDH BUILDING SCIENCE, INC. RDH BUILDING SCIENCE 401(K) RETIREMENT PLAN | SEATTLE WA | 130 | $11.7M | $1.6M |
| 2 | RIDGELINE, INC. RIDGELINE, INC. 401(K) PLAN | INCLINE VILLAGE NV | 447 | $19.0M | $1.1M |
| 3 | MDSI MDSI 401(K) PLAN | ALPHARETTA GA |
| 161 |
| $13.2M |
| $252K |
| 4 | CHICAGO SYMPHONY ORCHESTRA ASSOCIATION CHICAGO SYMPHONY ORCHESTRA ASSOCIATION 403(B) PLAN FOR ADMINISTRATIVE EMPLOYEES | CHICAGO IL | 139 | $34.2M | $74K |
