Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Schwab Small-Cap Index Mutual Fund in their Schedule of Assets, totaling $18.2M 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 | SIGNATURE MEDICAL GROUP, INC. SIGNATURE MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | SAINT LOUIS MO | 313 | $115.5M | $6.7M |
| 2 | MERIDIAN COOPERATIVE, INC. MERIDIAN COOPERATIVE SAVINGS PLAN | ATLANTA GA | 551 | $109.3M | $3.3M |
| 3 | BELKIN INTERNATIONAL, INC. BELKIN INTERNATIONAL, INC. RETIREMENT PLAN |
EL SEGUNDO CA |
| 489 |
| $137.0M |
| $2.0M |
| 4 | SUPERIOR INDUSTRIES, INC. SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN | MORRIS MN | 1,377 | $117.4M | $1.6M |
| 5 | MGE UNDERGROUND, INC. MGE UNDERGROUND, INC. 401(K) PLAN | PASO ROBLES CA | 182 | $17.5M | $1.4M |
| 6 | UTILITRA LLC FMS 401(K) PROFIT SHARING PLAN AND TRUST | EDWARDSVILLE IL | 350 | $35.5M | $1.1M |
| 7 | THE WILL-BURT COMPANY THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN | ORRVILLE OH | 311 | $18.6M | $973K |
| 8 | COPELAND ENTERPRISES, INC. COPELAND ENTERPRISES, INC. 401(K) AND PROFIT SHARING PLAN | BROCKTON MA | 246 | $13.3M | $286K |
| 9 | FRANKLIN SAVINGS BANK FRANKLIN SAVINGS BANK 401(K) SAVINGS PLAN | FRANKLIN NH | 121 | $11.3M | $264K |
| 10 | HOLLANDIA PRODUCE, LLC HOLLANDIA PRODUCE, LLC 401(K) PROFIT SHARING PLAN | CARPINTERIA CA | 128 | $5.8M | $248K |
