Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding New York Life - PPVUL Schwab S&P 500 Index Portfolio in their Schedule of Assets, totaling $9.1M 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 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP SUPPLEMENTAL RETIREMENT PLAN | NEW YORK NY | 152 | $125.7M | $5.0M |
| 2 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP SUPPLEMENTAL RETIREMENT PLAN | CHICAGO IL | 143 | $145.1M | $4.1M |
