Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding SCHWAB FUNDMNTL INTL EQTY IDX in their Schedule of Assets, totaling $2.8M 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 | ANSER ADVISORY, LLC. ANSER ADVISORY LLC 401K RETIREMENT PLAN | OCOEE FL | 960 | $65.2M | $776K |
| 2 | HILEY CARS HURST L.P. HILEY CARS HURST L.P. 401(K) PLAN | HURST TX | 274 | $7.4M | $566K |
| 3 | MARLABS LLC MARLABS 401(K) PLAN | PISCATAWAY |
| 235 |
| $13.0M |
| $380K |
| 4 | ELGRON, INC. ELGRON, INC. 401(K) PLAN | CHICAGO IL | 105 | $21.7M | $284K |
| 5 | LINKS HEALTHCARE GROUP LLC LINKS HEALTHCARE GROUP LLC 401(K) PS PLAN AND TRUST | SAN DIEGO CA | 3,978 | $27.3M | $137K |
| 6 | MARKON, LLC MARKON, LLC 401(K) PLAN | FALLS CHURCH VA | 318 | $42.3M | $124K |
| 7 | ANCHORAGE CAPITAL ADVISORS, L.P. ANCHORAGE CAPITAL ADVISORS, L.P. 401(K) PLAN | NEW YORK NY | 88 | $31.8M | $109K |
| 8 | TERRA STAFFING GROUP TERRA STAFFING GROUP 401(K) PLAN | EVERETT WA | 1,476 | $7.9M | $99K |
| 9 | DECYPHER TECHNOLOGIES LTD DECYPHER TECHNOLOGIES LTD. 401K PLAN AND TRUST | SAN ANTONIO TX | 444 | $7.9M | $93K |
| 10 | COHERENT TECHNICAL SERVICES, INC CTSI 401(K) PLAN | HOLLYWOOD MD | 177 | $25.9M | $84K |
