Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Total Stk Market Index in their Schedule of Assets, totaling $27.5M 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 | FREMONT GROUP MANAGEMENT, LLC. FREMONT GROUP RETIREMENT PLAN | SAN FRANCISCO CA | 175 | $102.8M | $13.9M |
| 2 | ANESTHESIOLOGY GROUP ASSOCIATES, INC. ANESTHESIOLOGY GROUP ASSOCIATES, INC. (APMC) PROFIT SHARING PLAN | BATON ROUGE LA | 114 | $47.2M | $9.7M |
| 3 | RADIOLOGY IMAGING ASSOCIATES P.C. |
ENGLEWOOD CO |
| 499 |
| $149.8M |
| $3.9M |
