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 Registered Investment Company in their Schedule of Assets, totaling $19.8M 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 | MAYFIELD CLINIC, INC. MAYFIELD CLINIC, INC. PROFIT SHARING/401(K) PLAN | CINCINNATI OH | 294 | $73.0M | $8.6M |
| 2 | UNITED ANESTHESIA SERVICES, P.C. UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN | PLYMOUTH MEETING PA | 472 | $200.0M | $8.5M |
| 3 | HOUCHIN COMMUNITY BLOOD BANK |
BAKERSFIELD CA |
| 96 |
| $4.2M |
| $1.8M |
| 4 | BENSON'S, INC. BENSON'S, INC. 401(K) RETIREMENT PLAN | BOGART GA | 258 | $9.4M | $866K |
