Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Charles Schwab S&P 500 Index Fund- Select S in their Schedule of Assets, totaling $20.4M 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 | THE NEUROMEDICAL CENTER, INC. THE NEUROMEDICAL CENTER, INC. PROFIT SHARING PLAN | BATON ROUGE LA | 181 | $51.6M | $12.9M |
| 2 | O'BRIEN STEEL SERVICE CO. O'BRIEN GROUP 401(K) PLAN | PEORIA IL | 422 | $25.9M | $5.4M |
| 3 | SOUTH TEXAS RADIOLOGY GROUP P.A. SOUTH TEXAS RADIOLOGY GROUP P.A. CASH BALANCE PENSION PLAN |
SAN ANTONIO TX |
| 105 |
| $18.4M |
| $2.2M |
| 4 | NESTEGGS RETIREMENT PLAN SERVICES, INC. NESTEGGS MASTER POOLED 401(K) PLAN | JACKSONVILLE FL | 2,294 | $79.9M | $2K |
