Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Schwab US Mid-Cap Index Fund in their Schedule of Assets, totaling $5.3M 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 | RUMPKE CONSOLIDATED COMPANIES, INC. THE RUMPKE CONSOLIDATED COMPANIES, INC. & AFFILIATES DEFINED BENEFIT PENSION PLAN | CINCINNATI OH | 561 | $74.1M | $3.3M |
| 2 | BOARD OF TRUSTEES RETAIL BAKERS PENSION TRUST FUND OF ST. LOUIS RETAIL BAKERS PENSION TRUST FUND OF ST LOUIS | EARTH CITY MO | 149 | $8.0M | $866K |
| 3 | SAFETY MARKING, INC. |
BRIDGEPORT CT |
| 164 |
| $8.5M |
| $616K |
| 4 | ATHLETICS INVESTMENT GROUP LLC DBA OAKLAND ATHLETICS BASEBALL COMPANY ATHLETICS INVESTMENT GROUP 401(K) PLAN | OAKLAND CA | 1,000 | $40.1M | $426K |
| 5 | UNIVERSAL PURE HOLDINGS, LLC UNIVERSAL PURE 401(K) PLAN | VILLA RICA GA | 1,032 | $6.5M | $56K |
| 6 | MARYLAND ACADEMY OF SCIENCES MARYLAND ACADEMY OF SCIENCES DC RETIREMENT PLAN | BALTIMORE MD | 39 | $11.1M | $35K |
| 7 | ALLIED FINISHING, INC. ALLIED FINISHING, INC. PROFIT SHARING RETIREMENT PLAN | KENTWOOD MI | 113 | $7.2M | $11K |
