Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Small Cap Index Mutual funds in their Schedule of Assets, totaling $1.4M 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 | WEST SIDE FEDERATION FOR SENIOR AND SUPPORTIVE HOUSING, INC. WSFSSH 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 416 | $24.3M | $740K |
| 2 | ECHODYNE CORP. ECHODYNE CORP. 401(K) PLAN | KIRKLAND WA | 153 | $11.8M | $439K |
| 3 | VSMPO-TIRUS US VSMPO-TIRUS US 401(K) PROFIT SHARING PLAN |
LEETSDALE PA |
| 69 |
| $14.2M |
| $228K |
