Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Schwab Us Dividend Equity Etf in their Schedule of Assets, totaling $6.0M 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 | CENTRAL VALLEY COMMUNITY MEDICAL IMAGING COMMUNITY MEDICAL IMAGING 401(K) PROFIT SHARING PLAN | FRESNO CA | 197 | $77.5M | $5.3M |
| 2 | FIRST STATE BANK OF UVALDE FIRST STATE BANK OF UVALDE RETIREMENT PLAN MASTER TRUST | UVALDE TX | — | $0 | $618K |
| 3 | VERDIER EYE CENTER PLC |
GRAND RAPIDS MI |
| 88 |
| $13.7M |
| $66K |
| 4 | AMICA MUTUAL INSURANCE COMPANY AMICA 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 3,514 | $988.7M | $10K |
| 5 | WARREN EQUIPMENT COMPANY WARREN EQUIPMENT COMPANY 401(K) RETIREMENT AND SAVINGS PLAN | MIDLAND TX | 2,372 | $238.7M | $10K |
