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 Mutual fund in their Schedule of Assets, totaling $760K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRIMSON WINE GROUP, LTD. CRIMSON WINE GROUP 401(K) PROFIT SHARING PLAN | NAPA CA | 199 | $16.3M | $644K |
| 2 | PIERRE FABRE USA, INC. PIERRE FABRE USA 401K SAVINGS AND RETIREMENT PLAN | SECAUCUS NJ | 158 | $15.2M | $69K |
| 3 | ISAIAH HOUSE, INC. ISAIAH HOUSE RETIREMENT PLAN |
CHAPLIN KY |
| 480 |
| $2.0M |
| $38K |
| 4 | BILLUPS, LLC BILLUPS 401(K) PLAN | NEW YORK NY | 132 | $11.1M | $10K |
