Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab US REIT ETF 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.
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 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC NEUBERGER BERMAN RISK PARITY FUND LTD. | NEW YORK NY | — | $337.3M | $5.4M |
| 2 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $84K |
| 3 | FIDUCIARY WISE LLC FBO ARCELORMITTAL TEXAS HBI, LLC |
GILBERT AZ |
| 248 |
| $14.1M |
| $17K |
| 4 | FIVESPICE LLC FIVESPICE LLC 401(K) PLAN | LAKE OSWEGO OR | 444 | $437K | $10K |
