Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Schwab Small-cap Index Fund in their Schedule of Assets, totaling $35.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PGA TOUR, INC PGA TOUR EMPLOYEES SAVINGS PLAN | PONTE VEDRA BEACH FL | 2,909 | $290.8M | $10.0M |
| 2 | SOUTHLAND INDUSTRIES SOUTHLAND INDUSTRIES EMPLOYEES' 401K PLAN | GARDEN GROVE CA | 1,096 | $211.8M | $4.4M |
| 3 | TRUSTEES OF LIQUOR AND ALLIED WKRS UNION, LOCAL 3 EMP DEFERRED COMP |
RIVER FOREST IL |
| 1,458 |
| $331.7M |
| $3.4M |
| 4 | FREMONT GROUP MANAGEMENT, LLC. FREMONT GROUP RETIREMENT PLAN | SAN FRANCISCO CA | 175 | $102.8M | $3.4M |
| 5 | HY CITE ENTERPRISES, LLC RETIREMENT SAVINGS PLAN OF HY CITE ENTERPRISES, LLC | MIDDLETON WI | 402 | $53.8M | $2.3M |
| 6 | TF CORNERSTONE INC. TF CORNERSTONE INC. 401(K) PLAN | NEW YORK NY | 424 | $72.5M | $1.5M |
| 7 | LADIES PROFESSIONAL GOLF ASSOCIATION LADIES PROFESSIONAL GOLF ASSOCIATION 401(K) PROFIT SHARING PLAN | DAYTONA BEACH FL | 194 | $23.1M | $1.2M |
| 8 | GEORGIAN COURT UNIVERSITY GEORGIAN COURT UNIVERSITY RETIREMENT PLAN | LAKEWOOD NJ | 256 | $74.3M | $867K |
| 9 | FEDERAL DEFENDERS OF SAN DIEGO, INC. FEDERAL DEFENDERS OF SAN DIEGO, INC. 401(K) PENSION PLAN | SAN DIEGO CA | 145 | $59.4M | $785K |
| 10 | GREENBAUM, ROWE, SMITH & DAVIS LLP GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES | ISELIN NJ | 132 | $39.3M | $785K |
