Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Small Cap Index Registered Investment Company in their Schedule of Assets, totaling $3.4M 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 | WELTMAN, WEINBERG & REIS CO., L.P.A WELTMAN, WEINBERG & REIS CO., L.P.A 401(K) PROFIT SHARING PLAN & TRUST | INDEPENDENCE OH | 636 | $58.5M | $1.5M |
| 2 | ALLCARE MANAGEMENT SERVICES ALLCARE HEALTH 401(K) PLAN | GRANTS PASS OR | 366 | $17.2M | $1.2M |
| 3 | SITEWORX HOLDINGS, LLC SHIFT7 DIGITAL 401(K) PLAN |
CARY NC |
| 58 |
| $10.8M |
| $677K |
| 4 | HOUCHIN COMMUNITY BLOOD BANK HOUCHIN COMMUNITY BLOOD BANK 403(B) RETIREMENT PLAN | BAKERSFIELD CA | 96 | $4.2M | $48K |
