Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab US Tips Etf Mutual Fund in their Schedule of Assets, totaling $4.0M 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 | FENWICK & WEST LLP FENWICK & WEST LLP PARTNERS' PENSION PLAN II | MOUNTAIN VIEW CA | 150 | $59.9M | $3.0M |
| 2 | UNITED SUGARS CORPORATION RETIREMENT PLAN A FOR EMPLOYEES OF UNITED SUGARS CORPORATION | EDINA MN | 26 | $32.7M | $954K |
| 3 | ASSETMARK FINANCIAL HOLDINGS, INC. |
CONCORD CA |
| 1,024 |
| $175.0M |
| $20K |
