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 Select Schwab 0 in their Schedule of Assets, totaling $2.1M 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 | LAKE/FLATO ARCHITECTS, INC. LAKE/FLATO ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN ANTONIO TX | 143 | $24.8M | $1.1M |
| 2 | MORTGAGE EXPRESS, LLC MORTGAGE EXPRESS, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 117 | $20.5M | $697K |
| 3 | WINAMAC COIL SPRING, INC. |
KEWANNA IN |
| 148 |
| $17.8M |
| $186K |
| 4 | CTM INTEGRATION, INC. CTM INTEGRATION, INC. 401(K) PLAN | SALEM OH | 90 | $13.9M | $75K |
