Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab US Dividend Equity ETF Exchange-traded funds in their Schedule of Assets, totaling $1.4M 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 | BOARD OF TRUSTEES, LOS ANGELES MACHINIST BENEFIT TRUST LOS ANGELES MACHINIST BENEFIT TRUST | PLEASANT HILL CA | 1,076 | $18.1M | $1.2M |
| 2 | HARGROVE HOLDING COMPANY, INC. HARGROVE HOLDING COMPANY, INC. TEAMMATE STOCK OWNERSHIP PLAN | MOBILE AL | 1,466 | $66.3M | $201K |
