Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab US LargeCap Val Idx F Registered Investment Company in their Schedule of Assets, totaling $1.8M 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 | ATTICA HYDRAULIC EXCHANGE, INC. ATTICA HYDRAULIC EXCHANGE, INC. 401(K) PROFIT | CHESTERFIELD MI | 286 | $14.1M | $821K |
| 2 | GALVAN INDUSTRIES, INC. GALVAN INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN | HARRISBURG NC | 89 | $9.9M | $501K |
| 3 | ODYSSEY SPACE RESEARCH, L.L.C. |
HOUSTON TX |
| 152 |
| $24.7M |
| $496K |
| 4 | VALLEY HEALTH PARTNERS COMMUNITY HEALTH CENTER VALLEY HEALTH PARTNERS COMMUNITY HEALTH CENTER 403(B) SAVINGS PLAN | ALLENTOWN PA | 301 | $3.3M | $25K |
