Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab U.S. REIT ETF Mutual funds in their Schedule of Assets, totaling $11K 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 | CONSCIOUS CONTENT MEDIA, INC. CONSCIOUS CONTENT MEDIA, INC. D/B/A HOMER 401(K) PLAN | NEW YORK NY | 82 | $12.3M | $8K |
| 2 | DIGITAL UNITED, LLC DIGITAL UNITED, LLC 401(K) PLAN | WEST PALM BEACH FL | 98 | $20.5M | $3K |
