Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 8 Schwab S&P 500 Index in their Schedule of Assets, totaling $564K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | YOUTH DEVELOPMENT INSTITUTE YOUTH DEVELOPMENT INSTITUTE 403(B) PLAN | PHOENIX AZ | 227 | $3.6M | $564K |
