Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding SCHWAB US MID CAP IDX Registered Investment Company in their Schedule of Assets, totaling $23.4M 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 | DUANE MORRIS LLP DUANE MORRIS EMPLOYEE INCENTIVE SAVINGS 401(K) PLAN | PHILADELPHIA PA | 1,277 | $411.9M | $9.8M |
| 2 | DUANE MORRIS LLP DUANE MORRIS RETIREMENT PLAN | PHILADELPHIA PA | 455 | $338.0M | $7.1M |
| 3 | NSMG SHARED SERVICES, LLC NORTHSTAR MEMORIAL GROUP, LLC 401(K) PLAN |
HOUSTON TX |
| 1,365 |
| $80.5M |
| $4.1M |
| 4 | DUANE MORRIS LLP DUANE MORRIS ASSOCIATES' 401(K) PLAN | PHILADELPHIA PA | 468 | $82.4M | $1.9M |
| 5 | JORDAN & SKALA ENGINEERS, INC. JSE 401(K) PLAN | NORCROSS GA | 274 | $28.6M | $516K |
