Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Short-Term U.S. Treasury ETF Mutual Fund in their Schedule of Assets, totaling $348K 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 | STATES LOGISTICS SERVICES, INC. STATES LOGISTICS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | BUENA PARK CA | 638 | $26.3M | $269K |
| 2 | RICKS BARBECUE, INC. RICK'S BARBECUE, INC. AND AFFILIATED COMPANIES CASH BALANCE PENSION PLAN | LEOMA TN | 81 | $1.5M | $79K |
