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 in their Schedule of Assets, totaling $780K 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 | ERDMAN COMPANY ERDMAN COMPANY EMPLOYEES PROFIT SHARING/401(K) PLAN | MADISON WI | 53 | $22.7M | $770K |
| 2 | APPTEGY, INC. APPTEGY, INC. 401(K) PLAN | LITTLE ROCK AR | 278 | $9.3M | $10K |
