Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab U.S. TIPs in their Schedule of Assets, totaling $148K 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 | SERTIFI SERTIFI PLAN | CHICAGO IL | 127 | $9.2M | $129K |
| 2 | FIDUCIARY WISE, LLC FBO PSN SERVICES, LLC CPR ADVISOR K MEP FIDUCIARY WISE LLC | GILBERT AZ | 806 | $11.8M | $19K |
