Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schwab Fundamental US Large Company * Index Fund Pooled Separate Account in their Schedule of Assets, totaling $597K 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 | JENTZSCH KEARL FARMS JK FARMS 401(K) PLAN | RUPERT ID | 242 | $6.3M | $597K |
