Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Schwab Fmtl Us Lg Co Index in their Schedule of Assets, totaling $10.8M 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 | BEVERAGE MARKETING USA, INCORPOR ARIZONA ICED TEA 401(K) PLAN | WOODBURY NY | 1,342 | $93.0M | $3.9M |
| 2 | CHRISTIANSON AIR CONDITIONING CHRISTIANSON AIR CONDITIONING AND PLUMBING RETIREMENT PLAN | ROUND ROCK TX | 153 | $24.3M | $3.2M |
| 3 | SAFILO USA, INC. SAFILO USA INC./SMITH SPORT OPTICS INC. 401K PLAN |
SECAUCUS NJ |
| 590 |
| $61.6M |
| $1.8M |
| 4 | BIG SPRINGS MEDICAL ASSOCIATION, MISSOURI HIGHLANDS HEALTH CARE 401(K) PLAN | ELLINGTON MO | 262 | $6.8M | $463K |
| 5 | TIBBETTS LUMBER CO., LLC TIBBETTS LUMBER CO LLC 401K PLAN 401K PLAN | CLEARWATER FL | 419 | $9.8M | $454K |
| 6 | MAPLEWOOD SENIOR LIVING, LLC MAPLEWOOD SENIOR LIVING RETIREMENT PLAN | WESTPORT CT | 1,364 | $17.8M | $204K |
| 7 | M & D SUPPLY, INC. M & D SUPPLY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BEAUMONT TX | 212 | $5.1M | $172K |
| 8 | CHANNEL FISH PROCESSING CO INC CHANNEL FISH PROCESSING CO. 401(K) PLAN | BRAINTREE MA | 185 | $5.4M | $142K |
| 9 | EXPRESSION NETWORKS LLC EXPRESSION NETWORKS LLC 401(K) PLAN | WASHINGTON DC | 106 | $8.1M | $135K |
| 10 | PROPULSION TECHNOLOGIES INTERNAT PROPULSION TECHNOLOGIES INTERNATIONAL 401(K) PLAN | MIRAMAR FL | 132 | $7.7M | $70K |
