Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Schwab FDMTL US LG CO IDX Registered Investment Company in their Schedule of Assets, totaling $472.1M 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 | THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE TX | 32,145 | $8.9B | $464.2M |
| 2 | GARAN LUCOW MILLER, P.C. GARAN LUCOW MILLER, P.C. PROFIT SHARING PLAN & TRUST | DETROIT MI | 120 | $46.1M | $2.9M |
| 3 | RAPID CITY MEDICAL CENTER, LLP |
RAPID CITY SD |
| 437 |
| $74.6M |
| $2.4M |
| 4 | ROCKY BRANDS, INC. ROCKY BRANDS, INC. 401(K) PLAN AND TRUST | NELSONVILLE OH | 490 | $40.9M | $1.8M |
| 5 | AUTODIE LLC AUTODIE LLC 401(K) PLAN | GRAND RAPIDS MI | 165 | $40.1M | $798K |
