Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s * Charles Schwab Schwab S&P 500 Index Fund N/R in their Schedule of Assets, totaling $77.8M 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 | NATIXIS NORTH AMERICA LLC THE NATIXIS US GROUP 401(K) PLAN | NEW YORK NY | 849 | $470.6M | $75.2M |
| 2 | SAGE ATC ENVIRONMENTAL CONSULTING LLC SAGE ATC ENVIRONMENTAL CONSULTING LLC 401(K) PLAN | AUSTIN TX | 221 | $20.9M | $2.7M |
