Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 82 U.S. retirement plans report holding Schwab® S&P 500 Index Fund Mutual Fund in their Schedule of Assets, totaling $1.1B 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 | WILSON SONSINI GOODRICH & ROSATI, PC WSGR 401(K) AND PROFIT SHARING PLAN | PALO ALTO CA | 1,984 | $1.0B | $215.2M |
| 2 | SILICON LABORATORIES INC. SILICON LABORATORIES INC. 401(K) PLAN | AUSTIN TX | 674 | $265.2M | $89.0M |
| 3 | THE WESTERN UNION COMPANY THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN |
DENVER CO |
| 1,368 |
| $446.9M |
| $84.8M |
| 4 | SUSMAN GODFREY L.L.P. SUSMAN GODFREY 401(K)/RETIREMENT SAVINGS PLAN | HOUSTON TX | 365 | $229.8M | $56.9M |
| 5 | ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN | LOS ANGELES CA | 429 | $303.2M | $47.7M |
| 6 | NATIONAL ASSOCIATION FOR STOCK CAR AUTO RACING, LLC NASCAR EMPLOYEE 401 (K) SAVINGS PLAN | DAYTONA BEACH FL | 4,912 | $248.0M | $36.8M |
| 7 | BAY MEDICAL MANAGEMENT, LLC BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | WALNUT CREEK CA | 337 | $208.6M | $29.6M |
| 8 | BKF ENGINEERS BKF ENGINEERS 401(K) PROFIT SHARING PLAN | REDWOOD CITY CA | 405 | $149.8M | $28.9M |
| 9 | BERGELECTRIC CORPORATION BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN | CARLSBAD CA | 2,434 | $168.7M | $28.8M |
| 10 | CHIEF INDUSTRIES INC CHIEF INDUSTRIES, INC. THRIFT PLAN | GRAND ISLAND NE | 1,296 | $129.5M | $27.6M |
