Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Charles Schwab Schwab S&P 500 Index Fund N/R in their Schedule of Assets, totaling $22.3M 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 | ATWELL, LLC ATWELL, LLC SAVINGS AND PROFIT SHARING PLAN | SOUTHFIELD MI | 1,357 | $110.0M | $19.7M |
| 2 | MOUNT NITTANY MEDICAL CENTER MOUNT NITTANY MEDICAL CENTER 403(B) PLAN | STATE COLLEGE PA | 2,590 | $165.8M | $1.5M |
| 3 | DELAWARE HOSPICE, INC. DELAWARE HOSPICE, INC. 403(B) RETIREMENT PLAN |
NEWARK DE |
| 252 |
| $14.0M |
| $1.0M |
