Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Institutional Large Cap Value Trust Fund Class I Common/Collective Trust — in their Schedule of Assets, totaling $394.0M 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 | HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 42,968 | $7.7B | $388.4M |
| 2 | HUMANA INC. HUMANA PUERTO RICO RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 1,117 | $83.9M | $5.5M |
