Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Schwab Treasury Infl Protected Secs Idx in their Schedule of Assets, totaling $3.6M 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 | ATLANTA GASTROENTEROLOGY ASSOCIATES UNITED DIGESTIVE 401(K) PLAN | ATLANTA GA | 1,482 | $91.3M | $2.7M |
| 2 | FETZERS' INC. FETZERS' INC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 216 | $22.5M | $732K |
| 3 | DELSCO NORTHWEST INC DELSCO NORTHWEST INC 401(K) PROFIT SHARING PLAN & TRUST |
MYTON UT |
| 147 |
| $3.6M |
| $61K |
| 4 | LA JOLLA BEACH AND TENNIS CLUB PARTNERS L.P. LA JOLLA BEACH AND TENNIS CLUB 401(K) PLAN | LA JOLLA CA | 405 | $8.8M | $51K |
| 5 | JTEAM EMP LLC JTEAM EMP LLC 401(K) PROFIT SHARING PLAN & TRUST | RALEIGH NC | 165 | $3.2M | $36K |
| 6 | CAELUM RESEARCH CORPORATION CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN | ROCKVILLE MD | 262 | $10.8M | $17K |
| 7 | SMART WIRES GRID, INC. SMART WIRES GRID, INC. 401(K) PLAN | DURHAM NC | 57 | $10.2M | $1K |
