Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schwab U.S. Dividend Equity ETF Registered Investment Company in their Schedule of Assets, totaling $7.4M 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 | SUNSET AVIATION, LLC DBA SOLAIRUS AVIATION SOLAIRUS AVIATION 401(K) PLAN | PETALUMA CA | 1,127 | $183.9M | $7.4M |
