Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab US Aggregate Bd Index Mutual fund in their Schedule of Assets, totaling $1.1M 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 | PRAETORIAN GROUP, INC. PRAETORIAN SECURITY, INC. 401(K) PLAN | AUSTIN TX | 188 | $11.8M | $626K |
| 2 | VESTWELL HOLDINGS, INC. VESTWELL HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 441 | $23.8M | $503K |
