Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Schwab Funds Schwab S&P 500 Index Fund in their Schedule of Assets, totaling $59.4M 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 | THORNBURG INVESTMENT MANAGEMENT, INCORPORATED THORNBURG INVESTMENT MANAGEMENT, INCORPORATED 401(K) PLAN | SANTA FE NM | 221 | $156.4M | $14.7M |
| 2 | PACHULSKI STANG ZIEHL & JONES LLP PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN | LOS ANGELES CA | 111 | $148.2M | $10.9M |
| 3 | GF MACHINING SOLUTIONS LLC |
LINCOLNSHIRE IL |
| 208 |
| $60.0M |
| $10.5M |
| 4 | THE GRAHAM COMPANIES THE GRAHAM COMPANIES 401(K) PLAN | MIAMI LAKES FL | 305 | $23.2M | $5.5M |
| 5 | OVIVO USA LLC OVIVO 401(K) PLAN | ROUND ROCK TX | 501 | $51.7M | $5.3M |
| 6 | NAVY MUTUAL AID ASSOCIATION NAVY MUTUAL AID ASSOCIATION EMPLOYEE'S 401(K) PLAN | ARLINGTON VA | 121 | $18.7M | $2.8M |
| 7 | THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN | SCRANTON PA | 650 | $36.5M | $1.7M |
| 8 | DOMINION VOTING SYSTEMS, INC. DOMINION VOTING SYSTEMS, INC. 401(K) PLAN | DENVER CO | 133 | $12.4M | $1.5M |
| 9 | HEALTHSMART MANAGEMENT SERVICES ORGANIZATIONS INC HEALTHSMART MANAGEMENT SERVICES ORGANIZATIONS, INC. 401(K) PLAN | CYPRESS CA | 267 | $13.3M | $1.4M |
| 10 | CALLIDITAS NA ENTERPRISES INC CALLIDITAS NA ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 151 | $8.0M | $1.1M |
