Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Schwab Small-Cap Index in their Schedule of Assets, totaling $31.7M 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 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $4.3M |
| 2 | MERCY CARE MANAGEMENT, INC. MERCYCARE 401(K) RETIREMENT PLAN | CEDAR RAPIDS IA | 453 | $78.4M | $4.2M |
| 3 | GENESIS ENGINEERS, INC. GENESIS ENGINEERS, INC. 401(K) RETIREMENT SAVINGS PLAN | BLUE BELL PA | 257 | $46.4M | $2.6M |
| 4 | OLD SECOND BANCORP, INC. OLD SECOND BANCORP, INC. EMPLOYEES' 401(K) SAVINGS PLAN & TRUST | AURORA IL | 883 | $101.6M | $2.6M |
| 5 | ALVARIA, INC. ALVARIA, INC. 401(K) RETIREMENT PLAN | ATLANTA GA | 465 | $139.6M | $2.2M |
| 6 | DOMINIUM MANAGEMENT SERVICES, LLC DOMINIUM 401(K) RETIREMENT SAVINGS PLAN | PLYMOUTH MN | 1,137 | $78.7M | $1.9M |
| 7 | STREAMLAND MEDIA LLC STREAMLAND MEDIA LLC 401(K) PLAN | LOS ANGELES CA | 1,086 | $57.6M | $1.2M |
| 8 | TEKSYNAP CORPORATION TEKSYNAP CORPORATION 401(K) PLAN | RESTON VA | 1,177 | $60.4M | $998K |
| 9 | OHNWARD BANCSHARES, INC. OHNWARD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | MAQUOKETA IA | 250 | $39.7M | $976K |
| 10 | OPTIM ORTHOPEDICS, LLC OPTIM ORTHOPEDICS, LLC 401(K) PROFIT SHARING PLAN | SAVANNAH GA | 238 | $46.3M | $909K |
