Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Total Stk Mkt Index Mutual fund in their Schedule of Assets, totaling $1.6M 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 | PRITCHARD INDUSTRIES, LLC PRITCHARD INDUSTRIES, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 3,959 | $17.3M | $825K |
| 2 | ONNI PROPERTIES, LLC. ONNI GROUP USA 401(K) PLAN | PHOENIX AZ | 823 | $9.6M | $775K |
| 3 | MEDWORKS, INC. MEDWORKS, INC. RETIREMENT SAVINGS PLAN |
SHELBYVILLE IN |
| 354 |
| $45.2M |
| $31K |
