Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab Schwab Fundamental U.S. Large Company Index Fund in their Schedule of Assets, totaling $221K 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 | BURR & FORMAN LLP BURR & FORMAN LLP CASH BALANCE PLAN | BIRMINGHAM AL | 154 | $16.2M | $140K |
| 2 | TR MILLER HEATING, COOLING & PLUMBING, INC. TR MILLER HEATING AND COOLING 401(K) PROFIT SHARING PLAN | PLAINFIELD IL | 109 | $4.3M | $81K |
