Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Schwab FDMTL INTL LG Co Index Registered investment company in their Schedule of Assets, totaling $19.3M 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 | BRADLEY ARANT BOULT CUMMINGS LLP BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN | BIRMINGHAM AL | 1,172 | $694.3M | $9.9M |
| 2 | HANSON GROUP, INC. HANSON GROUP, INC. 401(K) PLAN | SPRINGFIELD IL | 496 | $132.6M | $3.8M |
| 3 | MATANUSKA TELECOM ASSOCIATION, INC. MATANUSKA TELECOM ASSOCIATION, INC. 401(K) PLAN |
PALMER AK |
| 279 |
| $57.0M |
| $1.9M |
| 4 | RAPID CITY MEDICAL CENTER, LLP RAPID CITY MEDICAL CENTER 401(K) PLAN | RAPID CITY SD | 437 | $74.6M | $1.9M |
| 5 | COASTAL CAROLINA HEALTH CARE, P.A. COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN | NEW BERN NC | 532 | $71.8M | $1.5M |
| 6 | COLE, SCOTT & KISSANE, P.A. COLE, SCOTT & KISSANE, PA 401(K) PLAN | MIAMI FL | 1,196 | $59.3M | $199K |
| 7 | TIDAL BASIN HOLDCO LLC TIDAL BASIN HOLDCO LLC 401(K) RETIREMENT SAVINGS PLAN | UTICA NY | 599 | $20.0M | $17K |
| 8 | RISING PHOENIX HOLDINGS CORPORATION RISING PHOENIX HOLDINGS CORPORATION 401(K) RETIREMENT SAVINGS PLAN | UTICA NY | 809 | $16.8M | $4K |
