Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab US Mid-cap ETF Exchange traded fund in their Schedule of Assets, totaling $100K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OHNWARD BANCSHARES, INC. OHNWARD BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | MAQUOKETA IA | 117 | $12.5M | $52K |
| 2 | RAILSIDE ENTERPRISES, INC. RAILSIDE ENTERPRISES, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN | WEYERS CAVE VA | 129 | $17.9M | $48K |
