Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab S&P 500 Index Fund Mutual Fund NR in their Schedule of Assets, totaling $59.6M 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 | UNITED THERAPEUTICS CORPORATION UNITED THERAPEUTICS CORPORATION EMPLOYEES' RETIREMENT PLAN | SILVER SPRING MD | 1,291 | $297.9M | $53.4M |
| 2 | N.A. WILLIAMS CO. INC. NAWCO PROFIT SHARING PLAN | ATLANTA GA | 108 | $44.0M | $6.2M |
