Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Schwab Us Tips Etf in their Schedule of Assets, totaling $1.4M 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 | OREGON EDUCATION ASSOCIATION OEA CHOICE WELFARE BENEFIT PLAN | TIGARD OR | 19,365 | $98.0M | $883K |
| 2 | CONTRACTORS MANAGEMENT SERVICES LLC CMS 401(K) PLAN | MONROE NC | 382 | $4.0M | $214K |
| 3 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN |
LOS ANGELES CA |
| 2,507 |
| $1.1B |
| $172K |
| 4 | THE BOARD OF TRUSTEES OF THE INDIANA TEAMSTERS DEFINED CONTRIBUTION PL INDIANA TEAMSTERS DEFINED CONTRIBUTION PLAN | INDIANAPOLIS IN | 1,730 | $4.5M | $111K |
| 5 | FIDUCIARY WISE LLC FBO ARCELORMITTAL TEXAS HBI, LLC CPR ADVISOR K MEP FIDUCIARY WISE LLC | GILBERT AZ | 248 | $14.1M | $35K |
| 6 | CENTRAL VALLEY COMMUNITY MEDICAL IMAGING COMMUNITY MEDICAL IMAGING 401(K) PROFIT SHARING PLAN | FRESNO CA | 197 | $77.5M | $17K |
