Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Charles Schwab** Schwab S&P 500 Index in their Schedule of Assets, totaling $35.9M 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 | HOSPICE OF MICHIGAN HOSPICE OF MICHIGAN RETIREMENT SAVINGS PLAN | ANN ARBOR MI | 776 | $44.6M | $8.3M |
| 2 | MITUTOYO AMERICA CORPORATION MITUTOYO AMERICA CORP. RETIREMENT PLAN | AURORA IL | 392 | $58.2M | $7.7M |
| 3 | PUBLIC MEDIA DISTRIBUTION LLC PUBLIC MEDIA DISTRIBUTION LLC 401(K) PROFIT SHARING PLAN & TRUST |
ARLINGTON VA |
| 116 |
| $29.4M |
| $5.1M |
| 4 | ROOSEVELT PAPER COMPANY ROOSEVELT PAPER COMPANY 401(K) RETIREMENT SAVINGS PLAN | MT. LAUREL NJ | 257 | $51.9M | $3.7M |
| 5 | THE DESERT BOTANICAL GARDEN, INC. THE DESERT BOTANICAL GARDEN, INC. 401(K) PLAN | PHOENIX AZ | 146 | $15.5M | $3.0M |
| 6 | YOKE'S FOODS, INC. YOKE'S FOODS, INC. 401(K) EMPLOYEE SAVINGS PLAN | SPOKANE VALLEY WA | 1,756 | $33.5M | $1.9M |
| 7 | TPC WIRE & CABLE CORP. TPC WIRE & CABLE CORP. 401(K) RETIREMENT SAVINGS PLAN | MACEDONIA OH | 720 | $23.2M | $1.6M |
| 8 | SITEWORX LLC DBA SHIFT7 DIGITAL SHIFT7 DIGITAL 401(K) PLAN | CHICAGO IL | 122 | $8.5M | $1.4M |
| 9 | YINLUN TDI, LLC YINLUN TDI 401(K) PLAN | RANCHO CUCAMONGA CA | 160 | $11.8M | $1.2M |
| 10 | ICP, INC. ICP, INC. 401(K) RETIREMENT SAVINGS PLAN | TIFFIN OH | 142 | $10.6M | $590K |
