Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Fundamental U.S. Large Company Index Fund Mutual Fund in their Schedule of Assets, totaling $2.8M 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 | MEISSNER FILTRATION PRODUCTS, INC. MEISSNER FILTRATION PRODUCTS, INC.401(K) PROFIT SHARING PLAN | CAMARILLO CA | 535 | $31.2M | $1.9M |
| 2 | INTERCOMMUNITY HEALTH ASSOCIATES, INC. INTERCOMMUNITY HEALTH ASSOCIATES, INC. 401(K) PLAN | WHITTIER CA | 328 | $121.7M | $631K |
| 3 | VETERAN PIPELINE CONSTRUCTION INC. |
SACRAMENTO CA |
| 471 |
| $14.7M |
| $271K |
