Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Charles Schwab S&P 500 Index Fund # in their Schedule of Assets, totaling $366.4M 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 | PAUL WEISS RIFKIND WHARTON & GARRISON LLP PAUL WEISS RIFKIND WHARTON & GARRISON LLP CASH OR DEFERRED PLAN | NEW YORK NY | 2,338 | $636.2M | $144.1M |
| 2 | EDMUNDS.COM, INC. EDMUNDS.COM, INC. 401(K) PLAN | SANTA MONICA CA | 482 | $143.7M | $39.7M |
| 3 | WEST COUNTY RADIOLOGICAL GROUP, INC |
ST. LOUIS MO |
| 153 |
| $83.5M |
| $27.0M |
| 4 | PAUL WEISS RIFKIND WHARTON & GARRISON LLP PAUL WEISS RIFKIND WHARTON & GARRISON LLP MEMBERS' PENSION & RETIREMENT PLAN | NEW YORK NY | 662 | $248.5M | $26.1M |
| 5 | THE BATON ROUGE CLINIC (A MEDICAL CORPORATION) THE BATON ROUGE CLINIC (A MEDICAL CORPORATION) 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 605 | $191.8M | $18.1M |
| 6 | LIPSCOMB UNIVERSITY LIPSCOMB UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NASHVILLE TN | 1,231 | $152.2M | $17.4M |
| 7 | TOM JAMES COMPANY TOM JAMES COMPANY 401(K) AND PROFIT SHARING PLAN | FRANKLIN TN | 1,251 | $126.2M | $17.3M |
| 8 | AXCET HR SOLUTIONS AXCET HR SOLUTIONS M/E 401(K) RETIREMENT PLAN | OVERLAND PARK KS | 3,186 | $97.6M | $15.1M |
| 9 | JAPAN AIRLINES CO., LTD. JAPAN AIRLINES TAX ADVANTAGED SAVINGS ACCOUNT PLAN | EL SEGUNDO CA | 325 | $68.0M | $15.0M |
| 10 | MILLER, COOPER & CO., LTD. MILLER, COOPER & CO., LTD. PROFIT SHARING & SAVINGS PLAN & TRUST | DEERFIELD IL | 424 | $123.1M | $10.7M |
