Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Schwab small-cap index fund Mutual Fund - in their Schedule of Assets, totaling $29.3M 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 | BKF ENGINEERS BKF ENGINEERS 401(K) PROFIT SHARING PLAN | REDWOOD CITY CA | 405 | $149.8M | $4.2M |
| 2 | ST. CROIX REGIONAL MEDICAL CENTER, INC. ST. CROIX REGIONAL MEDICAL CENTER 403(B) PLAN | ST CROIX FLS WI | 679 | $83.5M | $3.7M |
| 3 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN |
BOSTON MA |
| 197 |
| $117.9M |
| $2.2M |
| 4 | M. HOLLAND COMPANY M. HOLLAND COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | NORTHBROOK IL | 244 | $68.3M | $2.1M |
| 5 | THE WINE GROUP, INC. THE WINE GROUP RETIREMENT & SAVINGS PLAN | RIPON CA | 623 | $135.7M | $2.1M |
| 6 | BERGELECTRIC CORPORATION BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN | CARLSBAD CA | 2,434 | $168.7M | $2.1M |
| 7 | BERGELECTRIC CORPORATION BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN | CARLSBAD CA | 1,984 | $138.2M | $1.5M |
| 8 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP RETIREMENT PLAN | BOSTON MA | 154 | $97.0M | $1.5M |
| 9 | SMARTTHINGS, INC. SMARTTHINGS 401(K) PLAN | MOUNTAIN VIEW CA | 242 | $43.6M | $1.4M |
| 10 | ONE WORKPLACE L. FERRARI, LLC ONE WORKPLACE L. FERRARI 401(K) PLAN | SANTA CLARA CA | 866 | $100.1M | $1.2M |
