Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab US Dividend Equity Exchange-Traded Fund 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 | MAGNESITA REFRACTORIES COMPANY PENSION PLAN FOR EMPLOYEES OF MAGNESITA REFRACTORIES COMPANY | YORK PA | 77 | $71.3M | $916K |
| 2 | BRIGGS AUTO GROUP, INC. BRIGGS AUTO GROUP, INC. PROFIT SHARING/401(K) PLAN AND TRUST | MANHATTAN KS | 262 | $8.9M | $197K |
| 3 | PKM STEEL SERVICE, INC. |
SALINA KS |
| 93 |
| $6.5M |
| $161K |
| 4 | CUSTOM WOOD PRODUCTS, INC. CUSTOM WOOD PRODUCTS, INC. PROFIT SHARING/401(K) PLAN | ST. MARYS KS | 275 | $17.0M | $108K |
