Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Schwab total stock market index Mutual fund in their Schedule of Assets, totaling $48.7M 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 | JACKSONS FOOD STORES, INC. THE JACKSON COMPANIES 401(K) PROFIT SHARING PLAN | MERIDIAN ID | 4,284 | $50.7M | $19.4M |
| 2 | THE WINE GROUP, INC. THE WINE GROUP RETIREMENT & SAVINGS PLAN | RIPON CA | 623 | $135.7M | $14.9M |
| 3 | TOWER LOAN OF MISSISSIPPI, LLC TOWER LOAN OF MISSISSIPPI, LLC 401(K) AND PROFIT SHARING PLAN |
FLOWOOD MS |
| 513 |
| $59.8M |
| $5.7M |
| 4 | PLAYERS EDGE SERVICES, INC. PLAYERS EDGE SERVICES RETIREMENT PLAN | EL SEGUNDO CA | 261 | $8.0M | $3.3M |
| 5 | PRAETORIAN GROUP, INC. PRAETORIAN SECURITY, INC. 401(K) PLAN | AUSTIN TX | 188 | $11.8M | $2.4M |
| 6 | VESTWELL HOLDINGS, INC. VESTWELL HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 441 | $23.8M | $1.8M |
| 7 | MEDBRIDGE DEVELOPMENT COMPANY LP MEDBRIDGE 401(K) PLAN | SANTA BARBARA CA | 159 | $4.3M | $799K |
| 8 | SEACAST, INC. SEACAST, INC. 401(K) AND PROFIT SHARING PLAN | MARYSVILLE WA | 515 | $20.0M | $224K |
| 9 | GROUP FIVE INVESTMENTS, LLC GROUP FIVE INVESTMENTS, LLC 401(K) PLAN | BURLINGTON VT | 157 | $581K | $76K |
| 10 | TIGER MANAGEMENT L.L.C. TIGER MANAGEMENT L.L.C. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 65 | $33.7M | $62K |
