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 funds in their Schedule of Assets, totaling $9.7M 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 | CAFE RIO, INC. CAFE RIO, INC. 401(K) PLAN | SALT LAKE CITY UT | 3,377 | $16.7M | $8.5M |
| 2 | WEST SIDE FEDERATION FOR SENIOR AND SUPPORTIVE HOUSING, INC. WSFSSH 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 416 | $24.3M | $1.1M |
| 3 | JAYDEV BREW INC D/B/A MORE BREWING CO MORE BREWING CO 401(K) PLAN |
HUNTLEY IL |
| 140 |
| $198K |
| $43K |
| 4 | THISTLE HEALTH INC. THISTLE HEALTH INC. 401(K) PLAN | SAN FRANCISCO CA | 676 | $2.0M | $19K |
