Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Charles Schwab Trust Bank Schwab S&P 500 Index Fund - Select S in their Schedule of Assets, totaling $2.0M 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 | IMS RECYCLING SERVICES, INC. IMS RECYCLING SERVICES, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 329 | $19.6M | $1.3M |
| 2 | KAIN AKESO MEDICAL HOLDINGS, LLC AKESO MEDICAL RETIREMENT PLAN | IRVINE CA | 330 | $9.4M | $561K |
| 3 | RELIANCE ONE, INC. RELIANCE ONE 401(K) PLAN |
AUBURN HILLS MI |
| 206 |
| $5.0M |
| $177K |
