Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding SCHWAB CAP TR S&P 500IDX SEL in their Schedule of Assets, totaling $528K 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 | LOCAL 147 CONSTRUCTION WORKERS ASB FUND LOCAL 147 CONSTRUCTION WORKERS ASB FUND | HOPATCONG NJ | 134 | $12.9M | $528K |
