Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Charles Schwab** Schwab S&P 500 Index Fund Select S in their Schedule of Assets, totaling $27.0M 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 | MIDTRONICS, INC. MIDTRONICS, INC. 401(K) PROFIT SHARING PLAN | WILLOWBROOK IL | 155 | $43.7M | $11.7M |
| 2 | FIRELANDS REGIONAL HEALTH SYSTEM FIRELANDS REGIONAL HEALTH SYSTEM 401(K) PLAN | SANDUSKY OH | 1,789 | $74.9M | $4.3M |
| 3 | FIRELANDS REGIONAL HEALTH SYSTEM FIRELANDS REGIONAL HEALTH SYSTEM 401(K) PLAN |
SANDUSKY OH |
| 1,762 |
| $59.6M |
| $3.1M |
| 4 | REGO INTERMEDIATE HOLDINGS COMPANY LLC REGO RESTAURANTS 401(K) PLAN | DENVER CO | 1,030 | $19.0M | $3.0M |
| 5 | SAMARITAN MINISTRIES INTERNATIONAL SAMARITAN MINISTRIES PLANNING FOR FUTURE SUCCESS 401(K) | PEORIA IL | 383 | $11.9M | $2.3M |
| 6 | CITY CREDIT UNION CITY CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 102 | $7.5M | $1.5M |
| 7 | MESA VINEYARD MANAGEMENT, INC. MESA VINEYARD 401(K) RETIREMENT PLAN | TEMPLETON CA | 445 | $18.5M | $698K |
| 8 | IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC 401K PS PLAN | IMPERIAL CA | 237 | $11.9M | $317K |
