Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Schwab Treas Infl Prot Sec Idx in their Schedule of Assets, totaling $3.8M 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 | DAVENPORT UNIVERSITY DAVENPORT UNIVERSITY RETIREMENT PLAN | GRAND RAPIDS MI | 1,506 | $164.2M | $1.9M |
| 2 | FIT ELECTRONICS, INC. FIT ELECTRONICS, INC. 401(K) PLAN | IRVINE CA | 121 | $45.1M | $645K |
| 3 | WARREN WILSON COLLEGE, INC. WARREN WILSON COLLEGE 403(B) DC PLAN |
ASHEVILLE NC |
| 198 |
| $41.9M |
| $418K |
| 4 | PRESIDIO COMPONENTS, INC. PRESIDIO COMPONENTS, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 232 | $44.8M | $306K |
| 5 | COMBE PRODUCTS INC COMBE PRODUCTS EMPLOYEES SAVINGS PLAN | NAGUABO PR | 117 | $15.0M | $247K |
| 6 | COMPUNNEL SOFTWARE GROUP INC COMPUNNEL SOFTWARE GROUP INC 401(K) PLAN | PRINCETON NJ | 2,340 | $44.9M | $139K |
| 7 | DECYPHER TECHNOLOGIES LTD DECYPHER TECHNOLOGIES LTD. 401K PLAN AND TRUST | SAN ANTONIO TX | 444 | $7.9M | $94K |
| 8 | T3I, INC. T3I, INC. RETIREMENT TRUST | SAN ANTONIO TX | 388 | $8.7M | $21K |
| 9 | VENTOIS INC VENTOIS INC 401(K) PROFIT SHARING PLAN | SHREWSBURY MA | 144 | $4.0M | $13K |
| 10 | BAYLOFF STAMPED PRODUCTS BAYLOFF STAMPED PRODUCTS 401(K) PROFIT SHARING PLAN & TRUST | VAN BUREN TWP MI | 146 | $8.7M | $13K |
