Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Fundamental Intl Equity Index Fund in their Schedule of Assets, totaling $9.1M 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 | HAGERTY INSURANCE AGENCY, LLC HAGERTY INSURANCE AGENCY, LLC EMPLOYEE' 401(K) PLAN | TRAVERSE CITY MI | 1,570 | $162.6M | $9.0M |
| 2 | PS INTERMEDIATE HOLDCO II LLC PHARMSCRIPT 401(K) PLAN | MINNETONKA MN | 1,851 | $29.5M | $39K |
| 3 | C & S PLASTICS, LLC C & S PLASTICS, LLC 401(K) PLAN |
FAYETTEVILLE TN |
| 140 |
| $890K |
| $16K |
