Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab US Reit in their Schedule of Assets, totaling $5.8M 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 | AMPCO-PITTSBURGH CORPORATION AMPCO-PITTSBURGH CORPORATION RETIREMENT PLAN | CARNEGIE PA | 340 | $160.6M | $5.7M |
| 2 | YORK SPACE SYSTEMS YORK SPACE SYSTEMS 401(K) PLAN | GREENWOOD VILLAGE CO | 424 | $10.8M | $132K |
| 3 | GUAPOS UNITED GROUP INC GUAPOS UNITED RETIREMENT PLAN |
MANASSAS VA |
| 955 |
| $11K |
| $55 |
