Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schwab Small Cap Index Fund Registered Investment Companies in their Schedule of Assets, totaling $140K 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 | COMMUNITY LEGAL SERVICES INC COMMUNITY LEGAL SERVICES RETIREMENT PLAN | PHILADELPHIA PA | 230 | $31.9M | $140K |
