Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding SCHWAB TOTAL STOCK MRKT INDE in their Schedule of Assets, totaling $6.3M 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 | VIRTUOSO, LTD VIRTUOSO, LTD 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 276 | $42.8M | $1.8M |
| 2 | TYSON & MENDES LLP TYSON & MENDES LLP 401(K) PROFIT SHARING PLAN AND TRUST | LA JOLLA CA | 490 | $36.4M | $1.2M |
| 3 | TEAM REHABILITATION SERVICES LLC TEAM REHABILITATION 401(K) PLAN |
CLINTON TOWNSHIP MI |
| 1,736 |
| $77.0M |
| $1.2M |
| 4 | DECYPHER TECHNOLOGIES LTD DECYPHER TECHNOLOGIES LTD. 401K PLAN AND TRUST | SAN ANTONIO TX | 444 | $7.9M | $983K |
| 5 | T3I, INC. T3I, INC. RETIREMENT TRUST | SAN ANTONIO TX | 388 | $8.7M | $447K |
| 6 | HUNGRY HEART MEDIA, INC. DBA WON WONDROS 401(K) PLAN | LOS ANGELES CA | 116 | $9.3M | $339K |
| 7 | CLIMATE BY DESIGN INTERNATIONAL, INC. CLIMATE BY DESIGN INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | OWATONNA MN | 209 | $12.3M | $234K |
| 8 | MIDDLETOWN MEDICAL, P.C. MIDDLETOWN MEDICAL, P.C. 401(K) PROFIT SHARING PLAN | MIDDLETOWN NY | 584 | $19.4M | $178K |
