Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Schwab U.S. REIT ETF " in their Schedule of Assets, totaling $201K 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 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $36K |
| 2 | AG1 USA INC. ATHLETIC GREENS USA 401(K) PLAN | CARSON CITY NV | 207 | $12.8M | $34K |
| 3 | BETTERMENT HOLDINGS, INC BETTERMENT 401(K) SAVINGS PLAN |
NEW YORK NY |
| 503 |
| $89.4M |
| $31K |
| 4 | BITLY, INC. BITLY 401(K) PLAN | NEW YORK NY | 173 | $22.4M | $18K |
| 5 | BIPO SERVICE USA CORP. BIPO SERVICE USA CORP. 401(K) PLAN | WEST COVINA CA | 59 | $3.6M | $17K |
| 6 | PLATFORM SCIENCE, INC. PLATFORM SCIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 318 | $24.0M | $17K |
| 7 | QUALIFIED.COM, INC. QUALIFIED 401(K) PLAN | SAN FRANCISCO CA | 163 | $8.4M | $16K |
| 8 | PERFORMANCE DRONE WORKS PERFORMANCE DRONE WORKS 401(K) PLAN | HUNTSVILLE AL | 116 | $3.0M | $9K |
| 9 | CAPSULE CORP CAPSULE 401(K) PLAN | NEW YORK NY | 1,471 | $18.4M | $7K |
| 10 | REV.COM, INC. REV.COM, INC. 401(K) PLAN | AUSTIN TX | 127 | $13.5M | $5K |
