Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab S&P 500 Index FD in their Schedule of Assets, totaling $7.5M 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 | NOU SYSTEMS, INC. NOU SYSTEMS, INC. 401(K) PLAN | HUNTSVILLE AL | 277 | $36.3M | $4.2M |
| 2 | THE CENTER FOR BONE AND JOINT DISEASE, P.A. THE CENTER FOR BONE AND JOINT DISEASE, P.A. PROFIT SHARING PLAN | HUDSON FL | 117 | $15.8M | $3.3M |
