Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab U.S. Aggregate Bond Index in their Schedule of Assets, totaling $351K 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 | AYRES DEALERSHIP HOLDINGS, INC AYRES DEALERSHIP HOLDINGS INC 401K PLAN | FORT WAYNE IN | 175 | $10.9M | $223K |
| 2 | CYPRESS HEALTHCARE PARTNERS, LLC CYPRESS/DOD 401(K) PLAN | MONTEREY CA | 1,087 | $23.7M | $106K |
| 3 | ALEXANDER THOMPSON ARNOLD PLLC ALEXANDER THOMPSON ARNOLD PLLC 401K PLAN |
UNION CITY TN |
| 273 |
| $23.5M |
| $21K |
| 4 | BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 SUPPLEMENTAL RETIREMENT PLAN ROOFERS LOCAL NO.9 SUPPLEMENTAL RETIREMENT PLAN | EAST HARTFORD CT | 298 | $12.3M | $1K |