Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Funds Fundamental U.S. Large Company Index Fund in their Schedule of Assets, totaling $1.9M 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 | PREMIER FORGE GROUP, LLC PREMIER FORGE GROUP NON-UNION 401(K) PLAN | PORTLAND IN | 170 | $17.5M | $1.9M |
| 2 | PREMIER FORGE GROUP, LLC PREMIER FORGE GROUP RETIREMENT PLAN | PORTLAND IN | 159 | $4.6M | $8K |
