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 Fund Mutual Fund in their Schedule of Assets, totaling $6.4M 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 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN | BOSTON MA | 197 | $117.9M | $5.2M |
| 2 | WAGNER, FALCONER, AND JUDD, LTD. WAGNER, FALCONER, AND JUDD LTD PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 63 | $5.6M | $985K |
| 3 | ASU ENTERPRISE PARTNERS |
TEMPE AZ |
| 343 |
| $52.2M |
| $185K |
| 4 | ECOVATIVE, LLC ECOVATIVE, LLC RETIREMENT TRUST | GREEN ISLAND NY | 75 | $4.6M | $58K |
