Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab Fundamental U.S. Large Company Index Fund in their Schedule of Assets, totaling $1.9M 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 | KILPATRICK TOWNSEND & STOCKTON LLP KILPATRICK TOWNSEND & STOCKTON LLP CASH BALANCE PLAN MASTER TRUST | ATLANTA GA | — | $39.7M | $833K |
| 2 | TRUSTEES OF IBEW NO 743 HEALTH AND WELFARE PLAN IBEW NO 743 HEALTH AND WELFARE PLAN | READING PA | 476 | $13.9M | $403K |
| 3 | DITCH WITCH OF ILLINOIS DBA DITCH WITCH MIDWEST |
WEST CHICAGO IL |
| 79 |
| $16.9M |
| $394K |
| 4 | ENDOTRONIX, INC. ENDOTRONIX, INC. 401(K) PLAN | NAPERVILLE IL | 146 | $9.1M | $305K |
