Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Schwab US Aggregate Bond Index Registered investment company in their Schedule of Assets, totaling $42.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOTERA HEALTH HOLDINGS, LLC 401(K) PLAN FOR SOTERA HEALTH | BROADVIEW HEIGHTS OH | 1,732 | $192.4M | $17.1M |
| 2 | DELTA DENTAL OF PENNSYLVANIA DELTA DENTAL OF PENNSYLVANIA 401(K) RETIREMENT PLAN | CAMP HILL PA | 755 | $178.7M | $7.7M |
| 3 | ROBINSON, BRADSHAW & HINSON, P.A. |
CHARLOTTE NC |
| 256 |
| $194.1M |
| $7.2M |
| 4 | TUCKER ELLIS LLP TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN | CLEVELAND OH | 300 | $128.8M | $5.6M |
| 5 | BRECHBUHLER SCALES, INC. BRECHBUHLER SCALES, INC. 401(K) RETIREMENT SAVINGS PLAN | CANTON OH | 284 | $28.5M | $2.3M |
| 6 | SITEWORX HOLDINGS, LLC SHIFT7 DIGITAL 401(K) PLAN | CARY NC | 58 | $10.8M | $1.2M |
| 7 | TUCKER ELLIS LLP TUCKER ELLIS LLP COUNSEL & ASSOCIATES RETIREMENT PLAN | CLEVELAND OH | 140 | $32.7M | $1.0M |
| 8 | RESOLUTE INVESTMENT MANAGERS, INC. RESOLUTE INVESTMENT MANAGERS, INC. 401(K) PLAN | IRVING TX | 116 | $37.0M | $709K |
| 9 | HARRIS FARMS, INC. HARRIS FARMS SAVINGS AND INVESTMENT PLAN | COALINGA CA | 1,209 | $35.8M | $10K |
