Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab US Small-Cap ETF Exchange-traded fund in their Schedule of Assets, totaling $59.8M 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 | MEDAMERICA, INC. DBA VITUITY MEDAMERICA 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VITUITY | EMERYVILLE CA | 6,399 | $2.2B | $59.7M |
| 2 | LORIAN HOME SYSTEMS, INC. LORIAN HOME SYSTEMS, INC. 401(K) P/S PLAN | SAN DIEGO CA | 192 | $1.8M | $140K |
