Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab U.S. Tips ETF in their Schedule of Assets, totaling $928K 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 | JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL LEGAL AND WELFARE BENE FUND ALASKA ELECTRICAL LEGAL AND WELFARE BENEFITS FUND | ANCHORAGE AK | 2,129 | $10.7M | $540K |
| 2 | SUNWEST FEDERAL CREDIT UNION SUNWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | GLENDALE AZ | 88 | $14.7M | $232K |
| 3 |
MADISON WI |
| 867 |
| $25.2M |
| $147K |
| 4 | POTOMAC COLLEGE, LLC POTOMAC COLLEGE LLC 401(K) PLAN | DISTRICT OF COLUMBIA DC | 130 | $2.1M | $8K |