Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Schwab U.S. Small-Cap ETF Schwab 0 in their Schedule of Assets, totaling $36.0M 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 | NOVOGRADAC & COMPANY LLP NOVOGRADAC & COMPANY LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 772 | $136.5M | $13.2M |
| 2 | JAMA SOFTWARE, INC. JAMA SOFTWARE, INC 401(K) PLAN | PORTLAND OR | 191 | $30.2M | $3.2M |
| 3 | PIVOT BIO PIVOT BIO 401(K) P/S PLAN |
BERKELEY CA |
| 332 |
| $28.8M |
| $2.9M |
| 4 | VIMO, INC. VIMO, INC. 401(K) P/S PLAN | MOUNTAIN VIEW CA | 939 | $30.9M | $2.3M |
| 5 | THEKEY THEKEY 401(K) PLAN | LA JOLLA CA | 9,548 | $32.3M | $2.3M |
| 6 | AXIOM CONSTRUCTION & CONSULTING, LLC AXIOM CONSTR & CONSULTING LLC 401(K) PS PLAN | LYNDEN WA | 188 | $9.7M | $1.2M |
| 7 | THE PROTECT DEMOCRACY PROJECT THE PROTECT DEMOCRACY PROJECT 401(K) PS PLAN | WASHINGTON DC | 119 | $11.9M | $1.1M |
| 8 | HUGHES CIRCUITS HUGHES CIRCUITS 401(K) PLAN | SAN MARCOS CA | 221 | $12.5M | $1.0M |
| 9 | SFE INTERMEDIATE HOLDCO, LLC. SOUTHWEST FOODSERVICE EXCELLENCE 401(K) PLAN | SCOTTSDALE AZ | 8,163 | $12.5M | $986K |
| 10 | TALROO, INC. TALROO, INC. 401(K) P/S PLAN | AUSTIN TX | 69 | $9.9M | $886K |
