Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Fmdl US Sml Co Index Fd in their Schedule of Assets, totaling $643K 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 | UNITY BANK UNITY BANK GROUP RETIREMENT PLAN | AUGUSTA WI | 135 | $8.3M | $542K |
| 2 | HYSPECO, INC. HYSPECO, INC. 401(K) PLAN | WICHITA KS | 167 | $9.2M | $72K |
| 3 | TETON VALLEY HEALTH CARE, INC. TETON VALLEY HEALTH CARE, INC. 403(B) PLAN |
| 364 |
| $7.9M |
| $28K |
