Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Charles Schwab** Schwab S&P 500 Index Fund in their Schedule of Assets, totaling $293.3M 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 | CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN | CHICAGO IL | 7,037 | $1.1B | $91.6M |
| 2 | PEDIATRIC FACULTY FOUNDATION PEDIATRIC FACULTY FOUNDATION DEFINED CONTRIBUTION PLAN | CHICAGO IL | 961 | $553.0M | $50.8M |
| 3 | PARR BROWN GEE & LOVELESS, A PROFESSIONAL CORPORATION |
SALT LAKE CITY UT |
| 118 |
| $127.3M |
| $16.5M |
| 4 | MAN CAPITAL CORPORATION MAN CAPITAL CORPORATION & AFFILIATED COMPANIES 401(K) DEFERRED INCOME SAVINGS PLAN | POMPANO BEACH FL | 162 | $56.3M | $14.9M |
| 5 | ENI US OPERATING CO. INC. ENI US OPERATING CO. INC. SAVINGS AND INVESTMENT PLAN | HOUSTON TX | 207 | $112.4M | $12.6M |
| 6 | GAMMA TECHNOLOGIES, LLC GAMMA TECHNOLOGIES, LLC RETIREMENT PLAN | WESTMONT IL | 145 | $47.2M | $12.1M |
| 7 | BURLINGAME INDUSTRIES, INCORPORATED BURLINGAME INDUSTRIES 401(K) AND PROFIT SHARING RETIREMENT PLAN | RIALTO CA | 789 | $89.3M | $11.9M |
| 8 | KITCHELL CORPORATION KITCHELL AFFILIATES EMPLOYEES' TAX DEFERRED SAVINGS PLAN | PHOENIX AZ | 627 | $87.3M | $11.8M |
| 9 | COLLIERS MORTGAGE HOLDINGS LLC COLLIERS MORTGAGE HOLDINGS LLC EMPLOYEE 401(K) PLAN | MINNEAPOLIS MN | 330 | $90.2M | $11.1M |
| 10 | FALCK USA, INC. FALCK USA, INC. 401(K) PLAN | ORANGE CA | 2,757 | $82.2M | $10.6M |
