Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Us Large Cap Growth Index Fd Mutual Fund in their Schedule of Assets, totaling $4.6M 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 | KFI ENGINEERS, PC KFI ENGINEERS 401(K) PLAN | ST. PAUL MN | 273 | $35.3M | $3.1M |
| 2 | 1ST COMMUNITY FEDERAL CREDIT UNION 1ST COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN | SAN ANGELO TX | 90 | $10.8M | $1.3M |
| 3 | BROADWAY MEDICAL CLINIC, LLP BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN |
PORTLAND OR |
| 86 |
| $15.8M |
| $174K |
| 4 | MANHATTAN TELECOMMUNICATIONS CORP. METTEL 401(K) PLAN | NEW YORK NY | 472 | $33.9M | $15K |