Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Schwab Small-Cap Index-Select in their Schedule of Assets, totaling $8.4M 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 | RUMPKE CONSOLIDATED COMPANIES, INC. THE RUMPKE CONSOLIDATED COMPANIES, INC. & AFFILIATES DEFINED BENEFIT PENSION PLAN | CINCINNATI OH | 561 | $74.1M | $3.3M |
| 2 | SCAFCO CORPORATION SCAFCO CORPORATION PROFIT SHARING 401(K) PLAN | SPOKANE WA | 296 | $31.9M | $2.9M |
| 3 | IOWA STATE EDUCATION ASSOCIATION |
DES MOINES IA |
| 45 |
| $39.2M |
| $1.3M |
| 4 | BALLARD SPAHR LLP BALLARD SPAHR LLP CASH BALANCE PENSION PLAN | PHILADELPHIA PA | 222 | $17.4M | $401K |
| 5 | CENTRAL VALLEY COMMUNITY MEDICAL IMAGING COMMUNITY MEDICAL IMAGING 401(K) PROFIT SHARING PLAN | FRESNO CA | 197 | $77.5M | $177K |
| 6 | INTERNATIONAL INFORMATION SYSTEM SECURITY CERTIFICATION CONSORTIUM,INC IISSCC, INC. 401(K) RETIREMENT PLAN | CLEARWATER FL | 185 | $11.5M | $105K |
| 7 | MIDWEST HOLDING GROUP, INC. MILLIS TRANSFER 401(K) SAVINGS PLAN | BLACK RIVER FALLS WI | 638 | $25.0M | $98K |
| 8 | O'ROURKE WRECKING COMPANY O'ROURKE WRECKING COMPANY PROFIT SHARING PLAN | CINCINNATI OH | 130 | $14.7M | $89K |
| 9 | UNIVERSAL PURE HOLDINGS, LLC UNIVERSAL PURE 401(K) PLAN | VILLA RICA GA | 1,032 | $6.5M | $45K |
| 10 | BURCH OIL COMPANY, INC. BURCH OIL CO., INC. 401K PROFIT SHARING PLAN | HOLLYWOOD MD | 83 | $12.2M | $12K |
