Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Fundamental US LA Mutual fund in their Schedule of Assets, totaling $300K 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 | VASKO ELECTRIC, INC. VASKO ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 97 | $20.4M | $235K |
| 2 | TOWER LOAN OF MISSISSIPPI, LLC TOWER LOAN OF MISSISSIPPI, LLC 401(K) AND PROFIT SHARING PLAN | FLOWOOD MS | 513 | $59.8M | $66K |
