Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab US Mid-Cap ETF Schwab 0 in their Schedule of Assets, totaling $241K 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 | TATA TECHNOLOGIES, INC. TATA TECHNOLOGIES, INC. 401(K) PS PLAN | DETROIT MI | 361 | $24.2M | $207K |
| 2 | THE CARING COMMUNITY OF CT, INC. THE CARING COMMUNITY OF CT, INC. 403(B) PLAN | COLCHESTER CT | 253 | $4.5M | $32K |
| 3 | FAMILY OF WOODSTOCK, INC. FAMILY OF WOODSTOCK, INC. RETIREMENT PLAN |
KINGSTON NY |
| 206 |
| $2.6M |
| $2K |
