Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Fundamental US Small Co Index Mutual Fund in their Schedule of Assets, totaling $2.0M 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 | MEDICAL ANESTHESIA GROUP, P.A. MEDICAL ANESTHESIA GROUP, P.A. PROFIT SHARING PLAN | MEMPHIS TN | 69 | $110.9M | $1.6M |
| 2 | GREAT SOUTHERN BANCORP, INC. GREAT SOUTHERN BANCORP, INC. 401(K) PLAN | SPRINGFIELD MO | 812 | $69.6M | $414K |
