Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Fundamental US Large Company Index Mutual fund in their Schedule of Assets, totaling $6.3M 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 | RYAN LAWN & TREE, INC. RYAN LAWN & TREE, INC. SAVINGS PLAN | MERRIAM KS | 501 | $27.6M | $6.1M |
| 2 | COMPLETE HEALTH CARE SOLUTIONS, INC COMPLETE HEALTH CARE SOLUTIONS, INC. PROFIT SHARING PLAN | FAYETTE MO | 146 | $4.9M | $153K |
| 3 | NORTHWEST CONTRACTING, INC. NORTHWEST CONTRACTING, INC. 401(K) PLAN |
BISMARCK ND |
| 172 |
| $7.8M |
| $28K |
