Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Fdmtl Us Large Co Idx Mutual Fund in their Schedule of Assets, totaling $6.4M 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 | CARGOTEC HOLDING, INC. CARGOTEC HOLDING, INC. 401(K) PLAN | PERRYSBURG OH | 988 | $77.3M | $6.4M |
| 2 | EXENCIAL WEALTH ADVISORS EXENCIAL WEALTH ADVISORS 401(K) PLAN | OKLAHOMA CITY OK | 115 | $7.9M | $26K |
| 3 | CHAIRMANS FOODS, LLC CHAIRMANS FOODS, LLC 401K PLAN |
NASHVILLE TN |
| 351 |
| $4.8M |
| $13K |
