Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab US REIT ETF Mutual Fund in their Schedule of Assets, totaling $16K 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 | ARCHCO FAMILY RESTAURANTS, LLC / ARCHCO ALBANY, LLC ARCHCO FAMILY RESTAURANTS, LLC / ARCHCO ALBANY, LLC 401(K) PLAN | SEVERANCE CO | 371 | $447K | $10K |
| 2 | GROUP FIVE INVESTMENTS, LLC GROUP FIVE INVESTMENTS, LLC 401(K) PLAN | BURLINGTON VT | 157 | $581K | $4K |
| 3 | CEDIEL CONCESSION MANAGEMENT |
PORTER TX |
| 163 |
| $159K |
| $1K |
