Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Schwab Us Small Cap Etf in their Schedule of Assets, totaling $3.1M 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 | DELTA DENTAL OF MISSOURI DELTA DENTAL OF MISSOURI MONEY PURCHASE PENSION PLAN | ST. LOUIS MO | 222 | $46.0M | $1.5M |
| 2 | AMERICAN GUILD OF VARIETY ARTISTS WELFARE TRUST FUND AMERICAN GUILD OF VARIETY ARTISTS WELFARE TRUST FU | NEW YORK NY | 232 | $14.0M | $815K |
| 3 | CNA NATIONAL WARRANTY CORPORATION |
SCOTTSDALE AZ |
| 306 |
| $42.4M |
| $324K |
| 4 | THERM, INCORPORATED THERM, INCORPORATED 401(K) PLAN | ITHACA NY | 133 | $11.3M | $296K |
| 5 | FEDERAL INTEGRATED SYSTEMS CORPORAION FISC 401K PLAN AND TRUST | ALEXANDRIA VA | 278 | $3.9M | $33K |
| 6 | GPA ACQUISITION COMPANY, LLC FEDRIGONI US EMPLOYEE SAVINGS & RETIREMENT PLAN | MCCOOK IL | 239 | $22.5M | $32K |
| 7 | CENTRAL VALLEY COMMUNITY MEDICAL IMAGING COMMUNITY MEDICAL IMAGING 401(K) PROFIT SHARING PLAN | FRESNO CA | 197 | $77.5M | $25K |
| 8 | CONTRACTORS MANAGEMENT SERVICES LLC CMS 401(K) PLAN | MONROE NC | 382 | $4.0M | $2K |
