Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Total Stock Market Index Mutual Fund N/A in their Schedule of Assets, totaling $12.9M 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 | LUCID SOFTWARE INC. LUCID SOFTWARE INC. 401(K) PLAN | SOUTH JORDAN UT | 927 | $88.4M | $4.7M |
| 2 | THE ROAD HOME THE ROAD HOME 403(B)(7) RETIREMENT PLAN | SALT LAKE CITY UT | 356 | $10.3M | $4.6M |
| 3 | NORWOOD SALES, INC. NORWOOD SALES INC PROFIT SHARING/401K PLAN |
HORACE ND |
| 138 |
| $8.1M |
| $2.9M |
| 4 | PIONEER BANK & TRUST PIONEER BANK & TRUST EMPLOYEES PROFIT SHARING RETIREMENT PLAN | SPEARFISH SD | 122 | $20.3M | $771K |
