Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Fdmtl US Small Co Idx in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PLUMBERS AND PIPEFITTERS LOCAL 344 LOCAL 344 ANNUITY FUND PLAN | OKLAHOMA CITY OK | 1,459 | $61.6M | $2.1M |
| 2 | RURAL COMM HOLDING CORP, INC. BEVCOMM SALARY SAVINGS PLAN | BLUE EARTH MN | 120 | $21.6M | $577K |