Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Fndmntl US Lg Co Idx Pooled separate account in their Schedule of Assets, totaling $15.6M 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 | VOMELA SPECIALTY COMPANY VOMELA SPECIALTY COMPANY 401(K) PROFIT SHARING PLAN | SAINT PAUL MN | 1,268 | $76.5M | $10.6M |
| 2 | GERTEN GREENHOUSES & GARDEN CENTER, INC. GERTENS FAMILY OF BUSINESSES RETIREMENT PLAN | INVER GROVE HEIGHTS MN | 284 | $46.8M | $5.0M |
| 3 | BAR BAKERS, LLC |
LOS ALAMITOS CA |
| 459 |
| $4.6M |
| $7K |
