Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Party-in- Identity of Party Involved and Description of Current Interest Investment Cost Value Mutual Funds, at Fair Value Schwab S&P 500 Index in their Schedule of Assets, totaling $7.5M 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 | VISION MANAGEMENT SERVICES, LLC VISION MANAGEMENT SERVICES, LLC 401(K) PLAN | CHICAGO IL | 4,374 | $31.0M | $4.8M |
| 2 | CURALEAF, INC. CURALEAF, INC. 401(K) PLAN | STAMFORD CT | 4,739 | $17.8M | $2.7M |
