Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Schwab S&P 500 Index Fund Registered investment companies in their Schedule of Assets, totaling $4.1M 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 | ELMIRA COLLEGE ELMIRA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ELMIRA NY | 209 | $62.4M | $3.2M |
| 2 | SO. CAL PETROLEUM TRANSPORT INC. SO. CAL PETROLEUM TRANSPORT INC. DBA SUPERIOR TANK LINES 401(K) PLAN | COLTON CA | 316 | $9.4M | $902K |
| 3 | S.P.J.S.T. REST HOME |
TAYLOR TX |
| 177 |
| $727K |
| $61K |
