Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Schwab Treasury Inflation Protected Securities Index Fund Mutual fund in their Schedule of Assets, totaling $4.9M 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 | MISSION INTERNAL MEDICAL GROUP, INC MISSION INTERNAL MEDICAL GROUP AMENDED PROFIT SHARING 401(K) PLAN | MISSION VIEJO CA | 148 | $141.0M | $4.4M |
| 2 | ELECTRONIC POWER DESIGN INC ELECTRONIC POWER DESIGN INC 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 252 | $6.9M | $229K |
| 3 | D & H COMPANY |
TUPELO MS |
| 556 |
| $4.2M |
| $70K |
| 4 | VISIONET SYSTEMS INC VISIONET SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | CRANBURY NJ | 264 | $21.7M | $58K |
| 5 | ECOVATIVE, LLC ECOVATIVE, LLC RETIREMENT TRUST | GREEN ISLAND NY | 75 | $4.6M | $36K |
| 6 | HEALTH PLUS MANAGEMENT LLC HEALTH PLUS MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | UNIONDALE NY | 306 | $3.3M | $25K |
| 7 | IONEX RESEARCH CORPORATION IONEX RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | LAFAYETTE CO | 87 | $1.9M | $20K |
| 8 | RICOMA INTERNATIONAL CORPORATI RICOMA INTERNATIONAL CORPORATI 401(K) PROFIT SHARING PLAN & TRUST | MEDLEY FL | 80 | $1.4M | $18K |
| 9 | HATALOM CORPORATION HATALOM CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ORLANDO FL | 178 | $3.7M | $10K |
| 10 | HOUSE OF CHEATHAM, LLC HOUSE OF CHEATHAM, LLC 401(K) PLAN | STONE MOUNTAIN GA | 186 | $6.2M | $9K |
