Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Schwab Treasury Inflation Protected Securities Index Fund - in their Schedule of Assets, totaling $3.5M 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 | SAN DIEGO STATE UNIVERSITY FOUNDATION SAN DIEGO STATE UNIVERSITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | SAN DIEGO CA | 3,416 | $294.9M | $2.9M |
| 2 | MISSISSIPPI MANAGEMENT, INC. MISSISSIPPI MANAGEMENT, INC. 401(K) RETIREMENT AND SAVINGS PLAN | RIDGELAND MS | 1,482 | $7.8M | $418K |
| 3 | INNERSEA DISCOVERIES, LLC |
SEATTLE WA |
| 60 |
| $3.1M |
| $82K |
| 4 | MINDOULA HEALTH INC MINDOULA HEALTH INC 401(K) PROFIT SHARING PLAN & TRUST | SILVER SPRING MD | 361 | $4.2M | $54K |
| 5 | HAMILTON STAFFING SOLUTIONS IN HAMILTON STAFFING SOLUTIONS IN 401(K) PROFIT SHARING PLAN & TRUST | MONTVERDE FL | 44 | $1.4M | $33K |
| 6 | CENTRAL FLORIDA HEALTH CARE, INC. CENTRAL FLORIDA HEALTH CARE, INC. 401(K) PLAN | WINTER HAVEN FL | 436 | $10.8M | $2K |
| 7 | CIRKUL, INC. CIRKUL 401(K) PLAN | TAMPA FL | 990 | $7.5M | $632 |
