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 Fund Mutual fund in their Schedule of Assets, totaling $8.3M 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 | INLINE PLASTICS CORP. INLINE PLASTICS CORP. SAVINGS PLUS RETIREMENT PLAN | SHELTON CT | 716 | $39.6M | $3.2M |
| 2 | TAYLOR MORRISON, INC. TAYLOR MORRISON CASH BALANCE PENSION PLAN | SCOTTSDALE AZ | 121 | $27.9M | $2.3M |
| 3 | THOMAS SAFRAN & ASSOCIATES, INC. THOMAS SAFRAN & ASSOCIATES 401(K) PLAN |
LOS ANGELES CA |
| 255 |
| $18.2M |
| $2.2M |
| 4 | CHINESE AMERICAN INTERNATIONAL SCHOOL CHINESE AMERICAN INTERNATIONAL SCHOOL RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 126 | $29.6M | $599K |
