Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Schwab Small-Cap Index Select Fund Mutual Fund in their Schedule of Assets, totaling $1.7M 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 | TWIN CITY FOODS, INC. TWIN CITY FOODS, INC. 401(K) PLAN | STANWOOD WA | 548 | $61.5M | $636K |
| 2 | HELIX, INC. DBA HELIX GENOMICS HELIX 401 (K) PLAN | SAN MATEO CA | 217 | $23.0M | $573K |
| 3 | HELIX EMPLOYMENT, LLC HELIX 401 (K) PLAN | SAN MATEO |
| 270 |
| $13.6M |
| $357K |
| 4 | PARAMOUNT BANK PARAMOUNT BANK 401(K) PLAN | ST. LOUIS MO | 51 | $7.2M | $103K |
| 5 | ECOVATIVE, LLC ECOVATIVE, LLC RETIREMENT TRUST | GREEN ISLAND NY | 75 | $4.6M | $50K |
