Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Schwab Total Stock Market Index ‐ in their Schedule of Assets, totaling $105.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS FISHER INVESTMENTS 401(K) PLAN | PLANO TX | 4,886 | $1.2B | $76.8M |
| 2 | BURKE CAPITAL VI, INC. REAL ESTATE COMMISSION RETIREMENT SAVINGS PLAN | ROCHESTER NY | 98,765 | $7.3M | $4.9M |
| 3 | PROACTIVE MD MANAGEMENT SERVICES, LLC |
SIMPSONVILLE SC |
| 435 |
| $8.6M |
| $4.3M |
| 4 | AMERICAN INSTITUTE OF PHYSICS DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS | COLLEGE PARK MD | 212 | $141.1M | $3.8M |
| 5 | MOSS & BARNETT, A PROFESSIONAL ASSOCIATION MOSS & BARNETT PROFIT SHARING AND 401(K) PLAN | MINNEAPOLIS MN | 141 | $141.1M | $3.8M |
| 6 | CADDIS CAPITAL MANAGEMENT, INC. CADDIS CAPITAL MANAGEMENT 401(K) PLAN | DRAPER UT | 322 | $6.4M | $2.7M |
| 7 | BILL WHITTERS CONSTRUCTION, INC. BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN | SOLON IA | 153 | $6.2M | $2.7M |
| 8 | AMERICAN INSTITUTE OF PHYSICS THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN | COLLEGE PARK MD | 234 | $75.7M | $2.5M |
| 9 | SHORE COUNTRY DAY SCHOOL SHORE COUNTRY DAY SCHOOL 403(B) DC PLAN | BEVERLY MA | 95 | $30.4M | $2.0M |
| 10 | COS BAR USA, INC. COS BAR USA, INC. 401(K) PLAN | SANFORD NC | 104 | $3.1M | $1.2M |
