Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Schwab US aggregate bond index Mutual fund in their Schedule of Assets, totaling $8.0M 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 | CHIEF INDUSTRIES INC CHIEF INDUSTRIES, INC. THRIFT PLAN | GRAND ISLAND NE | 1,296 | $129.5M | $3.7M |
| 2 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP RETIREMENT PLAN | BOSTON MA | 154 | $97.0M | $3.2M |
| 3 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN FOR ASSOCIATES |
BOSTON MA |
| 64 |
| $23.8M |
| $572K |
| 4 | MEDBRIDGE DEVELOPMENT COMPANY LP MEDBRIDGE 401(K) PLAN | SANTA BARBARA CA | 159 | $4.3M | $258K |
| 5 | COLDSTREAM CAPITAL MANAGEMENT, INC. COLDSTREAM 401(K) PLAN | BELLEVUE WA | 185 | $32.6M | $142K |
| 6 | MESA NATURAL GAS SOLUTIONS LLC MESA NATURAL GAS SOLUTIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST | LOVELAND CO | 782 | $15.9M | $123K |
| 7 | GROUP FIVE INVESTMENTS, LLC GROUP FIVE INVESTMENTS, LLC 401(K) PLAN | BURLINGTON VT | 157 | $581K | $24K |
| 8 | BILL HOWE PLUMBING, INC. BILL HOWE PLUMBING, INC. 401(K) PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 182 | $8.6M | $16K |
