Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SCHWAB US LG CAP GRTH INDX Registered Investment Company in their Schedule of Assets, totaling $16.4M 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 | QUINN GROUP, INC. QUINN GROUP, INC. RETIREMENT PLAN | CITY OF INDUSTRY CA | 1,461 | $235.7M | $7.7M |
| 2 | RADIOLOGY IMAGING ASSOCIATES P.C. RADIOLOGY IMAGING ASSOCIATES P.C. PROFIT SHARING PLAN | ENGLEWOOD CO | 499 | $149.8M | $5.1M |
| 3 | PACIFIC COAST PRODUCERS PACIFIC COAST PRODUCERS PROFIT SHARING AND THRIFT 401(K) PLAN |
LODI CA |
| 287 |
| $63.1M |
| $3.6M |
