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 Registered Investment Company in their Schedule of Assets, totaling $339K 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 | HARRIS FARMS, INC. HARRIS FARMS SAVINGS AND INVESTMENT PLAN | COALINGA CA | 1,209 | $35.8M | $188K |
| 2 | SITEWORX HOLDINGS, LLC SHIFT7 DIGITAL 401(K) PLAN | CARY NC | 58 | $10.8M | $102K |
| 3 | HOUCHIN COMMUNITY BLOOD BANK HOUCHIN COMMUNITY BLOOD BANK 403(B) RETIREMENT PLAN |
BAKERSFIELD CA |
| 96 |
| $4.2M |
| $48K |
