Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Short-Term Bond Index Mutual Fund in their Schedule of Assets, totaling $12K 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 | ISAIAH HOUSE, INC. ISAIAH HOUSE RETIREMENT PLAN | CHAPLIN KY | 480 | $2.0M | $9K |
| 2 | HELION ENERGY, INC. HELION ENERGY RETIREMENT TRUST | EVERETT WA | 310 | $7.9M | $3K |
