Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Schwab US large-cap growth ETF Exchange traded fund in their Schedule of Assets, totaling $182.0M 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 | MEDAMERICA, INC. DBA VITUITY MEDAMERICA 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VITUITY | EMERYVILLE CA | 6,399 | $2.2B | $181.1M |
| 2 | NEURONETICS, INC. NEURONETICS, INC. 401(K) RETIREMENT SAVINGS PLAN | MALVERN PA | 314 | $16.3M | $627K |
| 3 | MEDBRIDGE DEVELOPMENT COMPANY LP |
SANTA BARBARA CA |
| 159 |
| $4.3M |
| $132K |
| 4 | MEDWORKS, INC. MEDWORKS, INC. RETIREMENT SAVINGS PLAN | SHELBYVILLE IN | 354 | $45.2M | $76K |
| 5 | RAILSIDE ENTERPRISES, INC. RAILSIDE ENTERPRISES, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN | WEYERS CAVE VA | 129 | $17.9M | $53K |
