Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding SCHWAB TOTAL STK MARKET INDEX Registered Investment Company in their Schedule of Assets, totaling $52.5M 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 | MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 192 | $95.6M | $20.5M |
| 2 | MAYFIELD CLINIC, INC. MAYFIELD CLINIC, INC. PROFIT SHARING/401(K) PLAN | CINCINNATI OH | 294 | $73.0M | $8.6M |
| 3 | RAPID CITY MEDICAL CENTER, LLP |
RAPID CITY SD |
| 437 |
| $74.6M |
| $6.9M |
| 4 | BUC-EE'S, LTD. COMPANY SAVINGS PLAN | LAKE JACKSON TX | 6,149 | $70.8M | $5.8M |
| 5 | RESOLUTE INVESTMENT MANAGERS, INC. RESOLUTE INVESTMENT MANAGERS, INC. 401(K) PLAN | IRVING TX | 116 | $37.0M | $3.8M |
| 6 | FISHER RETIREMENT SOLUTIONS, LLC 401(K) PLAN FISHER RETIREMENT SOLUTIONS, LLC 401(K) PLAN | PLANO TX | 131 | $25.3M | $3.6M |
| 7 | THE WINE GROUP, INC. THE WINE GROUP - FRANZIA WINERY RETIREMENT AND SAVINGS PLAN | RIPON CA | 372 | $17.2M | $2.2M |
| 8 | ROCKY BRANDS, INC. ROCKY BRANDS, INC. 401(K) PLAN AND TRUST | NELSONVILLE OH | 490 | $40.9M | $871K |
| 9 | MCGLINCHEY STAFFORD, PLLC MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN | NEW ORLEANS LA | 299 | $121.7M | $295K |
