Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Us Large Cap Growth Index Fd Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | 1ST COMMUNITY FEDERAL CREDIT UNION 1ST COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN | SAN ANGELO TX | 90 | $10.8M | $1.3M |
| 2 | BROADWAY MEDICAL CLINIC, LLP BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN | PORTLAND OR | 86 | $15.8M | $174K |
| 3 | MANHATTAN TELECOMMUNICATIONS CORP. |
NEW YORK NY |
| 472 |
| $33.9M |
| $15K |
