Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding SCHWAB US LG CAP VAL INDX Registered Investment Company in their Schedule of Assets, totaling $2.3M 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 | RADIOLOGY IMAGING ASSOCIATES P.C. RADIOLOGY IMAGING ASSOCIATES P.C. PROFIT SHARING PLAN | ENGLEWOOD CO | 499 | $149.8M | $1.1M |
| 2 | BRECHBUHLER SCALES, INC. BRECHBUHLER SCALES, INC. 401(K) RETIREMENT SAVINGS PLAN | CANTON OH | 284 | $28.5M | $845K |
| 3 | TIDAL BASIN HOLDCO LLC |
UTICA NY |
| 599 |
| $20.0M |
| $132K |
| 4 | RISING PHOENIX HOLDINGS CORPORATION RISING PHOENIX HOLDINGS CORPORATION 401(K) RETIREMENT SAVINGS PLAN | UTICA NY | 809 | $16.8M | $113K |
| 5 | CENTURY FENCE CO. CENTURY FENCE COMPANY RETIREMENT PLAN | PEWAUKEE WI | 141 | $47.4M | $43K |
