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 Fund in their Schedule of Assets, totaling $1.8M 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 | ALGOOD FOOD COMPANY ALGOOD 401(K) PLAN | LOUISVILLE KY | 375 | $16.0M | $1.4M |
| 2 | STEFFES, LLC STEFFES EMPLOYEES' 401(K) PROFIT SHARING PLAN | DICKINSON ND | 542 | $54.2M | $423K |
