Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Schwab US Mid-Cap Index in their Schedule of Assets, totaling $18.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ST. LOUIS LABOR HEALTHCARE NETWORK ST. LOUIS LABOR HEALTHCARE NETWORK | ST. LOUIS MO | 852 | $56.0M | $5.9M |
| 2 | VEE PAK, LLC VEE PAK, LLC 401 (K) PLAN | HODGKINS IL | 0 | $77.1M | $5.7M |
| 3 | ST. LOUIS LABOR HEALTHCARE NETWORK ST. LOUIS LABOR HEALTHCARE NETWORK |
ST. LOUIS MO |
| 843 |
| $51.0M |
| $5.2M |
| 4 | TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 458 | $21.6M | $1.1M |
| 5 | OMEGA FLEX, INC. OMEGA FLEX, INC. 401(K) PROFIT SHARING PLAN | EXTON PA | 149 | $28.9M | $519K |
| 6 | BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 SUPPLEMENTAL RETIREMENT PLAN ROOFERS LOCAL NO.9 SUPPLEMENTAL RETIREMENT PLAN | EAST HARTFORD CT | 298 | $12.3M | $4K |
