Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Fundamental US Large Co Index in their Schedule of Assets, totaling $162K 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 | L.T. HAMPEL CORP HAMPEL 401(K) SAVINGS PLAN | GERMANTOWN WI | 116 | $8.4M | $155K |
| 2 | FUND EVALUATION GROUP, LLC FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 138 | $57.1M | $7K |
