Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Schwab Fundamental U.S. Large Comp Index Schwab 0 in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DICHELLO DISTRIBUTORS, INC. DICHELLO DISTRIBUTORS INC 401K PS PLAN | ORANGE CT | 111 | $16.7M | $743K |
| 2 | WOMEN'S SPECIALISTS OF NEW MEXICO LTD. WOMEN'S SPECIALISTS OF NEW MEXICO LTD. PROFIT SHARING 401(K) PLAN | ALBUQUERQUE NM | 102 | $19.8M | $539K |
| 3 | COMMUNITY LIVING CONNECTIONS, INC. |
MADISON WI |
| 155 |
| $4.9M |
| $320K |
| 4 | OVERLAND SHEEPSKIN CO., INC. OVERLAND SHEEPSKIN CO. 401(K) PLAN | FAIRFIELD IA | 212 | $14.0M | $263K |
| 5 | FANNING/HOWEY ASSOCIATES, INC. FANNING/HOWEY ASSOC., INC. 401(K) PS PLAN | CELINA OH | 120 | $28.5M | $236K |
| 6 | BEAUTY INDUSTRY GROUP OPCO, LLC BEAUTY INDUSTRY GROUP 401(K) PLAN | SALT LAKE CITY UT | 227 | $8.6M | $178K |
| 7 | WESTATES CONSTRUCTION, LLC WESTATES COMPANY 401(K) PLAN | SALT LAKE CITY UT | 82 | $2.1M | $137K |
| 8 | TRADEWIND AVIATION LLC TRADEWIND AVIATION LLC 401(K) PLAN | OXFORD CT | 205 | $8.7M | $92K |
| 9 | UNITY BPO INC. UNITY BPO 401(K) PLAN | ALBUQUERQUE NM | 138 | $3.3M | $7K |
| 10 | FIVE-STAR TECHNOLOGY SOLUTIONS, LLC FIVE-STAR TECHNOLOGY SOLUTIONS, LLC 401K PLAN | JEFFERSONVILLE IN | 141 | $5.0M | $3K |
