Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab Trust Bank Schwab S&P 500 Index Fund N/A in their Schedule of Assets, totaling $31.0M 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 | AM GENERAL LLC AM GENERAL CAPITAL ACCUMULATION AND EMPLOYER RETIREMENT CONTRIBUTION PLAN | SOUTH BEND IN | 547 | $131.1M | $26.7M |
| 2 | AM GENERAL LLC AM GENERAL HOURLY CAPITAL ACCUMULATION PLAN | SOUTH BEND IN | 398 | $42.1M | $4.3M |
