Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Trust Company Schwab S&P 500 Index in their Schedule of Assets, totaling $17.3M 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 | BRIXMOR EMPLOYMENT COMPANY, LLC BRIXMOR EMPLOYMENT COMPANY LLC 401(K) PLAN | NEW YORK NY | 455 | $109.8M | $17.3M |
