Schwab

Schwab Fundamental U.S. Small Company Index Fund

Ticker SFSNX · Mutual fundIndex

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through Oct 29, 2026.

Plans holding

17 with $250K or more

Dollars held

$331M

69,824 of 69,862 plans with fund lines hold none

Median per plan

$245K

Share of their fund dollars

3.3%

Plans adding and dropping it, 2024 to 2025

Added

5 plans

$6.1M at year-end 2025

Dropped

0 plans

$0 at year-end 2024

Moved in

0 plans

from another class or vehicle

Moved out

0 plans

to another class or vehicle

Plans that added it in 2025
Plan	Change	Fund	Year-end value
The Hain Celestial Group 401(k) Plan$50M-$250M Added Schwab Fundamental U.S. Small Company Index Fund	Added	Schwab Fundamental U.S. Small Company Index Fund	$3.8M
Tower Loan of Mississippi, LLC 401(k) and Profit Sharing Plan$50M-$250M Added Schwab Fundamental U.S. Small Company Index Fund	Added	Schwab Fundamental U.S. Small Company Index Fund	$784K
Mccreary,veselka,bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust$5M-$50M Added Schwab Fundamental U.S. Small Company Index Fund	Added	Schwab Fundamental U.S. Small Company Index Fund	$698K
Bystronic Inc. 401(k) Profit Sharing Plan$5M-$50M ReplacedHigh Fidelity Small Cap Index Instl P to Schwab Fundamental U.S. Small Company Index Fund	ReplacedHigh	Fidelity Small Cap Index Instl P to Schwab Fundamental U.S. Small Company Index Fund	$499K to $546K
Truline 401(k) Plan$5M-$50M Added Schwab Fundamental U.S. Small Company Index Fund	Added	Schwab Fundamental U.S. Small Company Index Fund	$299K

Stable value and insurance contract lines, renames and class changes are not counted.

The largest 10 plans in each list.

					Share class held
Schwabplan Retirement Savings and Investment Plan$10.7B plan · The Charles Schwab Corporation, TX · Charles Schwab	Charles Schwab	$10.7B	$313M	2.9%
The Hain Celestial Group 401(k) Plan$104M plan · The Hain Celestial Group, Inc., NJ · Transamerica (Aegon)	Transamerica (Aegon)	$104M	$3.8M	3.7%
Gi Associates, LLC 401(k) Profit Sharing Plan and Trust 006 Gis$70.5M plan · Gi Associates, LLC, WI · Empower	Empower	$70.5M	$2.7M	3.8%
Local 344 Annuity Fund Plan$69.2M plan · Plumbers and Pipefitters Local 344, OK · Empower	Empower	$69.2M	$2.1M	3.1%
Medical Anesthesia Group, P.A. Profit Sharing Plan$96.7M plan · Medical Anesthesia Group, P.A., TN · Not identified	Not identified	$96.7M	$1.0M	1.1%
Summit Automotive Partners Retirement Savings Plan$33.8M plan · Summit Automotive Partners, CO · Empower	Empower	$33.8M	$808K	2.4%	Class A Possible retail class
Tower Loan of Mississippi, LLC 401(k) and Profit Sharing Plan$73.9M plan · Tower Loan of Mississippi, LLC, MS · OneAmerica	OneAmerica	$73.9M	$784K	1.1%
Mccreary,veselka,bragg & Allen, P.C. 401(k) Profit Sharing Plan & Trust$27.7M plan · McCreary, Veselka, Bragg & Allen P.C., TX · Not identified	Not identified	$27.7M	$698K	2.6%
Hagens Berman Sobol Shapiro LLP 401(k) Retirement Plan$35.9M plan · Hagens Berman Sobol Shapiro LLP, WA · Charles Schwab	Charles Schwab	$35.9M	$697K	1.9%
Bevcomm Salary Savings Plan$25.6M plan · Rural Comm Holding Corp, Inc., MN · Empower	Empower	$25.6M	$650K	2.5%

Plans whose filed schedule lists Schwab Fundamental U.S. Small Company Index Fund.

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