Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Fdmtl Intl Lg Co Idx Mutual Fund in their Schedule of Assets, totaling $2.5M 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 | KEITHLY-WILLIAMS SEEDS, INC. KEITHLY-WILLIAMS SEEDS, INC. 401(K) PROFIT SHARING PLAN | YUMA AZ | 125 | $22.1M | $1.3M |
| 2 | R3 STRATEGIC SUPPORT GROUP, INC. R3 STRATEGIC SUPPORT GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 198 | $14.0M | $967K |
| 3 | ASSOCIATION SERVICES OF WASHINGTON, INC. |
SEATTLE WA |
| 80 |
| $12.9M |
| $246K |
| 4 | JAMES-BATES-BRANNAN-GROOVER LLP JAMES-BATES-BRANNAN-GROOVER LLP 401(K) PLAN | MACON GA | 113 | $12.7M | $20K |
