Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Total Stock Market Index Select in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALEXANDER THOMPSON ARNOLD PLLC ALEXANDER THOMPSON ARNOLD PLLC 401K PLAN | UNION CITY TN | 273 | $23.5M | $2.5M |
| 2 | CYPRESS HEALTHCARE PARTNERS, LLC CYPRESS/DOD 401(K) PLAN | MONTEREY CA | 1,087 | $23.7M | $257K |
