Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab US broad market ETF Exchange traded fund in their Schedule of Assets, totaling $325.3M 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 | MEDAMERICA, INC. DBA VITUITY MEDAMERICA 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VITUITY | EMERYVILLE CA | 6,399 | $2.2B | $325.2M |
| 2 | MEDBRIDGE DEVELOPMENT COMPANY LP MEDBRIDGE 401(K) PLAN | SANTA BARBARA CA | 159 | $4.3M | $100K |
