Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Treasury Inflation Protected Securities Index Registered Investment Company in their Schedule of Assets, totaling $5.9M 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 | EMR (USA HOLDINGS) INC. EMR USA RETIREMENT SAVINGS PLAN | METAIRIE LA | 1,673 | $84.9M | $5.6M |
| 2 | NAEHAS INC NAEHAS INC 401(K) PROFIT SHARING PLAN & TRUST | MENLO PARK CA | 153 | $10.2M | $259K |
| 3 | WILMINGTON FRIENDS SCHOOL, INC. WILMINGTON FRIENDS SCHOOL 403(B) RETIREMENT PLAN |
WILMINGTON DE |
| 147 |
| $54.5M |
| $50K |
