Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Schwab Fundamental International Equity Index Fund Mutual fund in their Schedule of Assets, totaling $1.7M 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 | STOREHOUSE MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS STOREHOUSE MULTIPLE EMPLOYER PLAN ADOPTED BY DUNN LUMBER CO., INC. | WHITE PLAINS NY | 399 | $26.1M | $534K |
| 2 | DUNN LUMBER CO., INC. STOREHOUSE MULTIPLE EMPLOYER PLAN ADOPTED BY DUNN LUMBER CO., INC. | SEATTLE WA | 342 | $29.9M | $489K |
| 3 | FIRST IC BANK |
DORAVILLE GA |
| 113 |
| $12.7M |
| $243K |
| 4 | VISIONET SYSTEMS INC VISIONET SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | CRANBURY NJ | 264 | $21.7M | $225K |
| 5 | CITIZENS BANK MINNESOTA CITIZENS BANK MINNESOTA 401(K) RETIREMENT PLAN | NEW ULM MN | 106 | $18.7M | $137K |
| 6 | SOURCE 4 SOLUTIONS LLC SOURCE 4 SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | KNOXVILLE TN | 111,388 | $10.2M | $58K |
| 7 | ECOVATIVE, LLC ECOVATIVE, LLC RETIREMENT TRUST | GREEN ISLAND NY | 75 | $4.6M | $42K |
