Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Schwab S&P 500 Fund in their Schedule of Assets, totaling $21.0M 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 | ST. LOUIS LABOR HEALTHCARE NETWORK ST. LOUIS LABOR HEALTHCARE NETWORK | ST. LOUIS MO | 843 | $51.0M | $10.6M |
| 2 | THE BOARD OF TRUSTEES OF THE IBEW LOCAL 968 PENSION FUND IBEW LOCAL 968 PENSION FUND | PARKERSBURG WV | 355 | $73.2M | $7.9M |
| 3 | IOWA STATE EDUCATION ASSOCIATION |
DES MOINES IA |
| 45 |
| $39.2M |
| $1.3M |
| 4 | SOUTHERN NEWSPAPERS, INC. SOUTHERN NEWSPAPERS, INC. EMPLOYEES' 401(K) PLAN | HOUSTON TX | 255 | $19.2M | $891K |
| 5 | ATHLETICS INVESTMENT GROUP LLC DBA OAKLAND ATHLETICS BASEBALL COMPANY ATHLETICS INVESTMENT GROUP 401(K) PLAN | OAKLAND CA | 1,000 | $40.1M | $218K |
