Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 89 U.S. retirement plans report holding Schwab® S&P 500 Index Fund Mutual Fund in their Schedule of Assets, totaling $1.7B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOVO NORDISK INC. NOVO NORDISK INC. 401(K) SAVINGS PLAN | PLAINSBORO NJ | 8,783 | $2.5B | $393.1M |
| 2 | WILSON SONSINI GOODRICH & ROSATI, PC WSGR 401(K) AND PROFIT SHARING PLAN | PALO ALTO CA | 1,984 | $1.0B | $215.2M |
| 3 | NOVO NORDISK INC NOVO NORDISK INC. MONEY PURCHASE PLAN |
PLAINSBORO NJ |
| 6,059 |
| $1.2B |
| $163.2M |
| 4 | WILLIAMS-SONOMA, INC. WILLIAMS-SONOMA, INC. 401(K) PLAN | SAN FRANCISCO CA | 18,337 | $797.6M | $119.0M |
| 5 | SILICON LABORATORIES INC. SILICON LABORATORIES INC. 401(K) PLAN | AUSTIN TX | 674 | $265.2M | $89.0M |
| 6 | THE WESTERN UNION COMPANY THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN | DENVER CO | 1,368 | $446.9M | $84.8M |
| 7 | ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN | LOS ANGELES CA | 429 | $303.2M | $47.7M |
| 8 | INSITU, INC. INSITU, INC. 401(K) PLAN | BINGEN WA | 527 | $144.0M | $30.8M |
| 9 | BAY MEDICAL MANAGEMENT, LLC BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | WALNUT CREEK CA | 337 | $208.6M | $29.6M |
| 10 | BKF ENGINEERS BKF ENGINEERS 401(K) PROFIT SHARING PLAN | REDWOOD CITY CA | 405 | $149.8M | $28.9M |
