Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Charles Schwab** S&P 500 Index in their Schedule of Assets, totaling $17.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SIMMONS PERRINE MOYER BERGMAN PLC SIMMONS PERRINE MOYER BERGMAN PLC 401(K) PROFIT SHARING PLAN & TRUST | CEDAR RAPIDS IA | 117 | $56.8M | $10.0M |
| 2 | SOVOS BRANDS INTERMEDIATE, INC. SOVOS BRANDS 401(K) PLAN | LOUISVILLE CO | 749 | $35.4M | $2.9M |
| 3 | J.A.K.ENTERPRISES, INC. |
PEORIA IL |
| 140 |
| $10.2M |
| $1.8M |
| 4 | CATHEXIS INVESTMENT MANAGEMENT, LP CATHEXIS INVESTMENT MANAGEMENT, LP 401(K) PLAN | HOUSTON TX | 124 | $9.3M | $996K |
| 5 | GILERO, LLC GILERO 401(K) PLAN | DURHAM NC | 122 | $7.4M | $816K |
| 6 | SLANG WORLDWIDE, INC. SLANG WORLDWIDE, INC. 401(K) PLAN | DENVER CO | 31 | $3.7M | $420K |
| 7 | NEPTUNE TRADING GROUP NEPTUNE TRADING GROUP 401(K) PLAN | NEWPORT RI | 127 | $5.3M | $309K |
| 8 | IQ BRANDS INC IQ BRANDS INC 401(K) PROFIT SHARING PLAN & TRUST | CONOVER NC | 95 | $3.4M | $248K |
