Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab US REIT ETF fund in their Schedule of Assets, totaling $313K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TURNING POINT OF CENTRAL CALIFORNIA TPOCC 401(A) PLAN | VISALIA CA | 644 | $11.6M | $312K |
| 2 | GOLF SUITES INC. GOLF SUITES INC. 401(K) PLAN | LUBBOCK TX | 162 | $43K | $211 |
