Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwb Fndmntl US Lg Co Idx Pooled separate account N/A in their Schedule of Assets, totaling $7.3M 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 | FIRST COMMUNITY CREDIT UNION FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN | JAMESTOWN ND | 224 | $39.1M | $7.1M |
| 2 | METROPLAINS MANAGEMENT, LLC METROPLAINS EMPLOYEES SAVINGS PLAN | DEVILS LAKE ND | 187 | $14.1M | $200K |
