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 Select Mutual Fund - 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ARNOT OGDEN MEDICAL CENTER ARNOT HEALTH EMPLOYEE RETIREMENT PLAN | ELMIRA NY | 2,915 | $151.7M | $1.7M |
| 2 | PRITCHARD INDUSTRIES, LLC PRITCHARD INDUSTRIES, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 3,959 | $17.3M | $771K |
| 3 | 1ST COMMUNITY FEDERAL CREDIT UNION |
SAN ANGELO TX |
| 90 |
| $10.8M |
| $529K |
| 4 | POGUE CONSTRUCTION CO., LP POGUE CONSTRUCTION CO., LP 401(K) PROFIT SHARING PLAN | MCKINNEY MI | 257 | $17.9M | $358K |