Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab Schwab Fundamental International Large Company Index Fund in their Schedule of Assets, totaling $830K 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 | COSMO INTERNATIONAL CORP COSMO INTERNATIONAL CORP 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD BEACH FL | 143 | $22.8M | $798K |
| 2 | APEX DENTAL PARTNERS APEX DENTAL PARTNERS 401(K) PLAN | DALLAS TX | 642 | $16.2M | $29K |
| 3 | 12 OAKS MANAGEMENT SERVICES IN 12 OAKS MANAGEMENT SERVICES IN 401(K) PROFIT SHARING PLAN & TRUST |
DALLAS TX |
| 1,382 |
| $3.1M |
| $2K |
