Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Schwab Small-Cap Index Fund Registered Investment Company in their Schedule of Assets, totaling $115.0M 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 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP RETIREMENT PLAN PART I | SAN FRANCISCO CA | 1,775 | $1.4B | $37.2M |
| 2 | MOORE CAPITAL MANAGEMENT, LP MOORE CAPITAL MANAGEMENT, LP 401(K) PLAN | NEW YORK NY | 458 | $209.4M | $19.6M |
| 3 | RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. |
MENANDS NY |
| 1,153 |
| $186.3M |
| $11.0M |
| 4 | COTY INC. COTY RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,009 | $449.6M | $9.8M |
| 5 | RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. TDA AND (FROZEN) DC PLAN | MENANDS NY | 1,471 | $213.4M | $6.6M |
| 6 | ROBINSON, BRADSHAW & HINSON, P.A. ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN | CHARLOTTE NC | 256 | $194.1M | $5.6M |
| 7 | EMR (USA HOLDINGS) INC. EMR USA RETIREMENT SAVINGS PLAN | METAIRIE LA | 1,673 | $84.9M | $4.1M |
| 8 | TECOLOTE RESEARCH, INC. TECOLOTE RESEARCH, INC. MONEY PURCHASE PENSION PLAN | GOLETA CA | 632 | $209.9M | $3.2M |
| 9 | REDSTONE FEDERAL CREDIT UNION REDSTONE FEDERAL CREDIT UNION EMPLOYEES' SAVINGS & RETIREMENT PLAN & TRUST | HUNTSVILLE AL | 1,353 | $161.1M | $2.7M |
| 10 | TUCKER ELLIS LLP TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN | CLEVELAND OH | 300 | $128.8M | $2.7M |
