Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schwab US Dividend Equity ETF Interest in registered investment companies xx in their Schedule of Assets, totaling $1.2M 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 | ADFINITAS MANAGEMENT, LLC ADFINITAS HEALTH 401(K) RETIREMENT PLAN | HANOVER MD | 372 | $44.2M | $1.2M |
