Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Schwab Funds Schwab® S&P 500 Index in their Schedule of Assets, totaling $35.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HALF PRICE BOOKS RECORDS MAGAZINES INC. HALF PRICE BOOKS 401(K) PROFIT SHARING PLAN | DALLAS TX | 1,880 | $115.4M | $20.1M |
| 2 | PROVIA PAYROLL, LLC PROVIA 401K PLAN | SUGARCREEK OH | 2,099 | $115.4M | $6.1M |
| 3 | ADVANCED PRESSURE TECHNOLOGY ADVANCED PRESSURE TECHNOLOGY 401(K) PROFIT SHARING RETIREMENT PLAN |
NOBLESVILLE IN |
| 340 |
| $25.5M |
| $4.1M |
| 4 | LARGO CONCRETE, INC. LARGO CONCRETE, INC. 401(K) PROFIT SHARING PLAN | TUSTIN CA | 465 | $29.2M | $2.7M |
| 5 | ATLANTIC HEALTH SYSTEM INC. ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORRISTOWN NJ | 22,873 | $1.3B | $762K |
| 6 | CHROME HEARTS LLC CHROME HEARTS LLC 401(K) PROFIT SHARING PLAN AND TRUST | LOS ANGELES CA | 772 | $19.1M | $433K |
| 7 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $406K |
| 8 | THREE FINGERS, INC. DBA FOOSACKLYS FORUS 401(K) | MOBILE AL | 689 | $1.3M | $163K |
| 9 | NVN MANAGEMENT, LLC FORUS 401(K) | CHICAGO IL | 541 | $6.3M | $87K |
| 10 | L5 FITNESS HOLDINGS LLC L5 FITNESS HOLDINGS LLC 401(K) PROFIT SHARING & TRUST | BRIGHTON MI | 0 | $0 | $81K |
