Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Schwab Total Stock Market Index Fund Mutual fund in their Schedule of Assets, totaling $21.3M 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 | WOODBURN NURSERY & AZALEAS, INC. WOODBURN NURSERY & AZALEAS, INC. RETIREMENT PLAN AND TRUST | WOODBURN OR | 134 | $18.8M | $6.5M |
| 2 | EIG MANAGEMENT COMPANY, LLC EIG MANAGEMENT COMPANY, LLC 401(K) PLAN | WASHINGTON DC | 111 | $25.3M | $5.2M |
| 3 | PACIFIC CHARTER INSTITUTE |
SACRAMENTO CA |
| 321 |
| $10.2M |
| $4.0M |
| 4 | FINGER LAKES REGIONAL HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN OF FINGER LAKES REGIONAL HEALTH SYSTEM | GENEVA NY | 1,624 | $104.8M | $2.8M |
| 5 | WAGNER, FALCONER, AND JUDD, LTD. WAGNER, FALCONER, AND JUDD LTD PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 63 | $5.6M | $1.7M |
| 6 | GAGGLE NET INC GAGGLE NET INC 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 157 | $10.9M | $559K |
| 7 | MBA GROUP INSURANCE TRUST MBA HEALTH INSURANCE PROGRAM | BELLEVUE WA | 14,979 | $18.1M | $532K |
| 8 | ECOVATIVE, LLC ECOVATIVE, LLC RETIREMENT TRUST | GREEN ISLAND NY | 75 | $4.6M | $49K |
| 9 | CEDIEL CONCESSION MANAGEMENT CEDIEL CONCESSION MANAGEMENT 401(K) PLAN | PORTER TX | 163 | $159K | $26K |
