Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab US Aggregate Bond Index 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCAFCO CORPORATION SCAFCO CORPORATION PROFIT SHARING 401(K) PLAN | SPOKANE WA | 296 | $31.9M | $870K |
| 2 | THE EYE CARE GROUP, P.C. THE EYE CARE GROUP P.C. EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT | WATERBURY CT | 103 | $21.0M | $216K |
| 3 | FUND EVALUATION GROUP, LLC |
CINCINNATI OH |
| 138 |
| $57.1M |
| $11K |
| 4 | GOLF SUITES INC. GOLF SUITES INC. 401(K) PLAN | LUBBOCK TX | 162 | $43K | $1K |
