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 Index Mutual fund in their Schedule of Assets, totaling $5.5M 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 | INTERNATIONAL UNION OF OPERATING ENGINEE LOCAL 25 MARINE DIVISION MEDI INTERNATIONAL UNION OF OPERATING ENGINEERS MARINE DIVISION LOCAL 25 MEDICAL PLAN | MILLSTONE TOWNSHIP NJ | 915 | $63.4M | $4.8M |
| 2 | MID-MINNESOTA LEGAL ASSISTANCE MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN | MINNEAPOLIS MN | 175 | $21.7M | $446K |
| 3 |
AUSTIN TX |
| 73 |
| $7.7M |
| $272K |
