Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered investment companies * Charles Schwab Schwab S&P 500 Index Fund in their Schedule of Assets, totaling $24.6M 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 | DOYON, LIMITED DOYON 401(K) SAVINGS AND RETIREMENT PLAN | FAIRBANKS AK | 1,096 | $155.6M | $24.6M |
