Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Schwab Funds S&P 500 Index Fund - in their Schedule of Assets, totaling $26.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRAMER-KRASSELT CO. THE CRAMER-KRASSELT PROFIT SHARING/401(K) PLAN | CHICAGO IL | 143 | $88.8M | $13.4M |
| 2 | PECO FOODS, INC. PECO FOODS, INC. RETIREMENT SAVINGS PLAN | TUSCALOOSA AL | 6,238 | $129.4M | $6.1M |
| 3 | WITTENSTEIN, INC. US WITTENSTEIN GROUP EMPLOYEES' RETIREMENT AND SAVINGS PLAN & TRUST |
BARTLETT IL |
| 103 |
| $23.9M |
| $3.1M |
| 4 | RCP BLOCK & BRICK, INC. R.C.P. BLOCK & BRICK, INC. 401(K) RETIREMENT SAVINGS PLAN | LEMON GROVE CA | 183 | $22.9M | $1.3M |
| 5 | HARBOR INDUSTRIES, INC. HARBOR INDUSTRIES, INC. 401(K) PLAN | GRAND HAVEN MI | 182 | $14.6M | $1.1M |
| 6 | BOARD OF TRUSTEES SHEET METAL, AIR YOUNGSTOWN DISTRICT SHEET METAL, AIR, RAIL, & TRANSPORTATION ASSOCIATION LOCAL UNION NO. 33 YOUNGSTOWN DISTRICT ANNUITY PLAN | CANFIELD OH | 503 | $39.5M | $1.1M |
| 7 | G.A. RICHARDS COMPANY G.A. RICHARDS COMPANY EMPLOYEES' 401(K) PLAN | GRAND RAPIDS MI | 266 | $3.8M | $170K |
