Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 15 *Charles Schwab Bank Schwab S&P 500 Index in their Schedule of Assets, totaling $1.6M 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 | ARIZONA COMMUNITY SURGEONS, PC ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN | TUCSON AZ | 56 | $19.8M | $1.6M |
