Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schwb Indexed Ret Tr FD 2065 Pooled Separate Account N/A in their Schedule of Assets, totaling $58K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MILLS GROUP, INC. MILLS GROUP, INC. 401(K) PLAN | ST LOUIS MO | 231 | $6.3M | $58K |
