Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab & Company Schwab Fundamental Global Real Estate Index Fund in their Schedule of Assets, totaling $157K 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 | ATLANTIC DENTAL CARE, PLC ATLANTIC DENTAL CARE 401(K) PROFIT SHARING PLAN | ESTERO FL | 833 | $89.2M | $103K |
| 2 | CENTRAL VIRGINIA DENTAL CARE, PLC CVDC 401(K) PLAN | COLONIAL HEIGHTS VA | 726 | $97.3M | $54K |
