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 Index in their Schedule of Assets, totaling $6.9M 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 | VEE PAK, LLC VEE PAK, LLC 401 (K) PLAN | HODGKINS IL | 0 | $77.1M | $5.7M |
| 2 | HOME FEDERAL BANK OF TENNESSEE HOME FEDERAL BANK OF TENNESSEE 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 365 | $75.4M | $674K |
| 3 | CUSTOM AGRI SYSTEMS, INC. CUSTOM AGRI SYSTEMS, INC. 401(K) PLAN |
NAPOLEON OH |
| 228 |
| $11.8M |
| $287K |
| 4 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $103K |
| 5 | FEDERAL INTEGRATED SYSTEMS CORPORAION FISC 401K PLAN AND TRUST | ALEXANDRIA VA | 278 | $3.9M | $67K |
