Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Schwab Fundamental US Large Company Index Fund Mutual fund in their Schedule of Assets, totaling $27.7M 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 | BRAUN INTERTEC CORPORATION BRAUN INTERTEC 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 1,012 | $139.8M | $15.8M |
| 2 | UST GLOBAL INC UST GLOBAL INC 401(K) PLAN | ALISO VIEJO CA | 3,713 | $169.6M | $5.5M |
| 3 | KNOWLAN'S SUPER MARKETS, INC. KNOWLAN'S SUPERMARKETS, INC. 401(K) RETIREMENT SAVINGS PLAN |
VADNAIS HEIGHTS MN |
| 443 |
| $23.7M |
| $2.6M |
| 4 | TOWER LOAN OF MISSISSIPPI, LLC TOWER LOAN OF MISSISSIPPI, LLC 401(K) AND PROFIT SHARING PLAN | FLOWOOD MS | 513 | $59.8M | $2.3M |
| 5 | BLAUCH BROTHERS, INC. BLAUCH BROTHERS, INC. 401(K) PROFIT SHARING PLAN | HARRISONBURG VA | 137 | $11.5M | $883K |
| 6 | BARRINGTON MEDIA GROUP LLC BARRINGTON MEDIA GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | SHELTON CT | 125 | $8.9M | $239K |
| 7 | VIE DE FRANCE YAMAZAKI INC VIE DE FRANCE YAMAZAKI INC 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER NY | 750 | $23.2M | $144K |
| 8 | REHAB EMPLOYEE SERVICES, LLC REHAB EMPLOYEE SERVICES 401(K) PLAN | BIRMINGHAM AL | 7,323 | $208.6M | $127K |
| 9 | REAL SERVICES, INC. REAL SERVICES, INC. 403(B) PLAN | SOUTH BEND IN | 187 | $7.5M | $77K |
| 10 | THE TITLE TEAM CO THE TITLE TEAM 401(K) PROFIT SHARING PLAN | BISMARCK ND | 257 | $25.3M | $12K |
