Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab S&P 500 in their Schedule of Assets, totaling $1.5M 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 | RANNEY SCHOOL THE RANNEY SCHOOL DC RETIREMENT PLAN | TINTON FALLS NJ | 148 | $33.6M | $730K |
| 2 | VERMONT LAW SCHOOL VERMONT LAW SCHOOL RETIREMENT PLAN | SOUTH ROYALTON VT | 222 | $45.8M | $522K |
| 3 | RANNEY SCHOOL THE RANNEY SCHOOL DC RETIREMENT PLAN |
TINTON FALLS NJ |
| 130 |
| $25.4M |
| $282K |
