Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Schwab Fundamental US Large Company Index - in their Schedule of Assets, totaling $19.4M 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 | SCOPELITIS GARVIN LIGHT HANSON & FEARY P.C. SCOPELITIS GARVIN LIGHT HANSON & FEARY 401K BENEFIT PLAN | INDIANAPOLIS IN | 151 | $71.2M | $7.0M |
| 2 | DESERT FINANCIAL CREDIT UNION DESERT FINANCIAL CREDIT UNION 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 1,265 | $131.7M | $5.8M |
| 3 | MOTION RECRUITMENT PARTNERS, LLC |
BOSTON MA |
| 2,876 |
| $126.7M |
| $2.2M |
| 4 | MCGOVERN AUTO GROUP CORP SERVICES, INC. MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN | NEWTON MA | 1,818 | $41.3M | $1.8M |
| 5 | SHARP ELECTRONICS CORPORATION SHARP ELECTRONICS CORPORATION PENSION PLAN | MONTVALE NJ | 110 | $49.8M | $1.3M |
| 6 | THE EYE CENTER OF OAK RIDGE, P.C. THE EYE CENTER OF OAK RIDGE, P.C. PROFIT SHARING PLAN | OAK RIDGE TN | 82 | $18.6M | $1.1M |
| 7 | THE PLATT BROS. & CO. THE PLATT BROS. & CO. 401(K) PLAN | WATERBURY CT | 79 | $12.7M | $62K |
| 8 | PARKWAY C & A, LP PARKWAY C & A, LP 401(K) SAVINGS PLAN | LEWIS TX | 345 | $18.4M | $4K |
