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 in their Schedule of Assets, totaling $1.4M 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 | ASSOCIATED LIGHTING REPRESENTATIVES, INC ASSOCIATED LIGHTING REPRESENTATIVES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | OAKLAND CA | 151 | $92.0M | $977K |
| 2 | WESTERN PRECOOLING SYSTEMS WPS/MOODY WESTERN PROFIT SHARING 401(K) PLAN | PLEASANTON CA | 198 | $22.0M | $291K |
| 3 | RANNEY SCHOOL |
TINTON FALLS NJ |
| 148 |
| $33.6M |
| $54K |
| 4 | JOHNSON STORAGE & MOVING COMPANY HOLDING LLC JOHNSON STORAGE & MOVING 401(K) PLAN | CENTENNIAL CO | 236 | $2.6M | $40K |
| 5 | RANNEY SCHOOL THE RANNEY SCHOOL DC RETIREMENT PLAN | TINTON FALLS NJ | 130 | $25.4M | $24K |
