Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Schwab US Dividend Equity ETF Schwab 0 in their Schedule of Assets, totaling $3.2M 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 | NOVOGRADAC & COMPANY LLP NOVOGRADAC & COMPANY LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 772 | $136.5M | $1.4M |
| 2 | THEKEY THEKEY 401(K) PLAN | LA JOLLA CA | 9,548 | $32.3M | $343K |
| 3 | VIMO, INC. VIMO, INC. 401(K) P/S PLAN | MOUNTAIN VIEW |
| 939 |
| $30.9M |
| $221K |
| 4 | PIVOT BIO PIVOT BIO 401(K) P/S PLAN | BERKELEY CA | 332 | $28.8M | $169K |
| 5 | MOBIUS CONSULTING, LLC MOBIUS CONSULTING, LLC 401(K) P/S PLAN | ALEXANDRIA VA | 233 | $14.5M | $167K |
| 6 | HUGHES CIRCUITS HUGHES CIRCUITS 401(K) PLAN | SAN MARCOS CA | 221 | $12.5M | $156K |
| 7 | JAMA SOFTWARE, INC. JAMA SOFTWARE, INC 401(K) PLAN | PORTLAND OR | 191 | $30.2M | $139K |
| 8 | NORTAL, LLC NORTAL, LLC 401(K) PROFIT SHARING PLAN | KIRKLAND WA | 56 | $8.8M | $96K |
| 9 | THE PROTECT DEMOCRACY PROJECT THE PROTECT DEMOCRACY PROJECT 401(K) PS PLAN | WASHINGTON DC | 119 | $11.9M | $88K |
| 10 | SYNOLOGY AMERICA CORP. SYNOLOGY AMERICA CORP. 401(K) P/S PLAN | BELLEVUE WA | 124 | $6.3M | $88K |
