Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Treasury Inflation Protected Securities Index Mutual Fund in their Schedule of Assets, totaling $396K 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 | WATKINS, WARD & STAFFORD, PLLC WATKINS, WARD & STAFFORD, PLLC 401(K) SALARY SAVINGS PLAN | WEST POINT MS | 133 | $25.0M | $224K |
| 2 | CORPORATE FLIGHT MANAGEMENT, INC. CORPORATE FLIGHT MANAGEMENT, INC. 401(K) PLAN | SMYRNA TN | 688 | $9.7M | $160K |
| 3 | BEAMERY, INC. BEAMERY, INC. 401(K) PLAN |
COVINA CA |
| 56 |
| $3.7M |
| $8K |
| 4 | ISAIAH HOUSE, INC. ISAIAH HOUSE RETIREMENT PLAN | CHAPLIN KY | 480 | $2.0M | $4K |
