Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Schwab Small Cap Index Fund Other Schwab 0 in their Schedule of Assets, totaling $958K 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 | CONVERGENCE NETWORKS, INC. CONVERGENCE NETWORKS, INC. 401(K) PLAN | MILWAUKIE OR | 114 | $8.4M | $216K |
| 2 | WALKENHORST'S WALKENHORSTS 401(K) PS PLAN | SPARKS NV | 102 | $5.4M | $180K |
| 3 | AMERICAN ROAD MANAGEMENT, INC. AMERICAN ROAD MANAGEMENT INC 401(K) PLAN |
ORLANDO FL |
| 423 |
| $8.5M |
| $165K |
| 4 | CION INVESTMENT GROUP LLC CION 401(K) SAVINGS PLAN | NEW YORK NY | 79 | $16.6M | $163K |
| 5 | PSW HOME, LLC PSW REAL ESTATE 401(K) PLAN | AUSTIN TX | 314 | $4.9M | $134K |
| 6 | TACTIVOS INC MURAL 401(K) PLAN | SOUTH SAN FRANCISCO CA | 215 | $20.7M | $81K |
| 7 | ADVANCED MEDICAL MGMT AND CONSULTING ADVANCED MEDICAL MANAGEMENT AND CONSULTANTS, INC 401(K) PROFIT SHARING PLAN | BRIGHTON CO | 104 | $1.7M | $19K |
