Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Charles Schwab Bank Schwab S&P 500 Index Fund in their Schedule of Assets, totaling $81.6M 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 | WEEKLEY HOMES LLC WEEKLEY HOMES 401(K) PLAN | HOUSTON TX | 1,679 | $413.2M | $56.2M |
| 2 | POLYNT COMPOSITES USA INC. POLYNT COMPOSITES USA INC. 401(K) PLAN | CARPENTERSVILLE IL | 690 | $168.9M | $13.6M |
| 3 | UNIQUE VACATIONS, INC. UNIQUE VACATIONS, INC. 401(K) PROFIT SHARING PLAN |
MIAMI FL |
| 240 |
| $45.2M |
| $8.1M |
| 4 | ADVACARE SYSTEMS, INC. ADVACARE SYSTEMS, INC. 401(K) RETIREMENT PLAN | CHICAGO IL | 438 | $17.7M | $3.8M |
