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 in their Schedule of Assets, totaling $1.2M 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 | JEWISH FEDERATION OF METROPOLITAN DETROIT JEWISH FEDERATION OF METROPOLITAN DETROIT 403(B) PLAN | BLOOMFIELD HILLS MI | 686 | $32.4M | $1.0M |
| 2 | CONTRACTORS MANAGEMENT SERVICES LLC CMS 401(K) PLAN | MONROE NC | 382 | $4.0M | $201K |
