Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Schwab Small-Cap Index Fund Mutual Fund N/A in their Schedule of Assets, totaling $16.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOTERA HEALTH HOLDINGS, LLC 401(K) PLAN FOR SOTERA HEALTH | BROADVIEW HEIGHTS OH | 1,732 | $192.4M | $13.3M |
| 2 | C&B OPERATIONS, LLC C&B OPERATIONS, LLC RETIREMENT SAVINGS PLAN | GETTYSBURG SD | 980 | $68.9M | $1.2M |
| 3 | SILAC INSURANCE COMPANY SILAC INSURANCE COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN |
SALT LAKE CITY UT |
| 291 |
| $25.4M |
| $882K |
| 4 | HODGE COMPANY HODGE COMPANY EMPLOYEE RETIREMENT SAVINGS PLAN | DUBUQUE IA | 750 | $24.5M | $566K |
| 5 | CHAMPION, INC. CHAMPION, INCORPORATED 401(K) SAFE HARBOR PLAN | IRON MOUNTAIN MI | 411 | $26.9M | $508K |
| 6 | HILLCREST FAMILY SERVICES HILLCREST FAMILY SERVICES UNION AND NON-UNION 401(K) PLAN | DUBUQUE IA | 206 | $9.3M | $214K |
| 7 | ASPEN WASTE SYSTEMS, INC. ASPEN WASTE SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 263 | $8.8M | $62K |
| 8 | SKANA ALUMINUM COMPANY SKANA ALUMINUM COMPANY 401(K) RETIREMENT PLAN | MANITOWOC WI | 237 | $4.5M | $40K |
