Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding SCHWAB FUNDAMENTAL INTL SE IDX in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALVARIA, INC. ALVARIA, INC. 401(K) RETIREMENT PLAN | ATLANTA GA | 465 | $139.6M | $775K |
| 2 | VAN ECK ASSOCIATES CORPORATION VAN ECK ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 252 | $89.4M | $272K |
| 3 | HARDINGPOORMAN, INC. HARDINGPOORMAN, INC. 401(K) PLAN |
INDIANAPOLIS IN |
| 81 |
| $8.2M |
| $250K |
| 4 | T3I, INC. T3I, INC. RETIREMENT TRUST | SAN ANTONIO TX | 388 | $8.7M | $71K |
