Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab U.S. Mid-Cap Index Fd in their Schedule of Assets, totaling $1.0M 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 | DEVELOPMENTAL DISABILITIES CENTER IMAGINE! 403(B) PLAN | LAFAYETTE CO | 200 | $17.7M | $626K |
| 2 | TACHUS OPERATING LLC TACHUS OPERATING LLC 401(K) PLAN | THE WOODLANDS TX | 166 | $3.2M | $410K |