Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Schwab S&P 500 Index Fund Mutual funds in their Schedule of Assets, totaling $101.5M 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 | VORYS, SATER, SEYMOUR AND PEASE LLP VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN | COLUMBUS OH | 708 | $435.5M | $58.3M |
| 2 | DIAMONDBACK E & P LLC DIAMONDBACK E & P LLC 401(K) PLAN | OKLAHOMA CITY OK | 1,028 | $250.7M | $36.5M |
| 3 | FREEDOM CARE LLC FREEDOM CARE 401(K) PLAN |
NEW HYDE PARK NY |
| 59,655 |
| $23.4M |
| $3.3M |
| 4 | WALTERS MANAGEMENT COMPANY, INC. WALTERS MANAGEMENT COMPANY, INC. 401(K) PLAN | BARNEGAT NJ | 111 | $12.4M | $1.0M |
| 5 | PGTEK INC. PGTEK, INC. 401(K) PROFIT SHARING PLAN & TRUST | ASHBURN VA | 116 | $5.1M | $647K |
| 6 | EUGENE WELDERS SUPPLY CO DBA INDUSTRIAL SOURCE LAING COMPANIES 401K PLAN | SPRINGFIELD OR | 131 | $17.8M | $641K |
| 7 | RAYNER LLC RAYNER LLC 401(K) PLAN | MEMPHIS TN | 87 | $4.6M | $371K |
| 8 | FOGO DE CHAO (HOLDINGS) INC. FOGO DE CHAO 401(K) RETIREMENT PLAN | DALLAS TX | 2,840 | $4.7M | $312K |
| 9 | COP COLLISIONRIGHT HOLDINGS, INC. COLLISIONRIGHT 401(K) PLAN | DUBLIN OH | 1,283 | $24.7M | $298K |
| 10 | DRIGGS TITLE AGENCY, INC. DRIGGS TITLE AGENCY 401(K) PLAN | SCOTTSDALE AZ | 117 | $4.6M | $94K |
