Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 105 U.S. retirement plans report holding Schwab S&P 500 Index Fund Registered investment company in their Schedule of Assets, totaling $3.1B 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 | CROWN CASTLE INC. CROWN CASTLE INC. 401(K) PLAN | HOUSTON TX | 3,947 | $1.1B | $294.7M |
| 2 | ARCTIC SLOPE REGIONAL CORPORATION ARCTIC SLOPE REGIONAL CORPORATION AND SUBSIDIARIES EMPLOYEES RETIREMENT PLAN | ANCHORAGE AK | 15,212 | $1.5B | $283.6M |
| 3 | MORRISON & FOERSTER LLP |
SAN FRANCISCO CA |
| 1,775 |
| $1.4B |
| $227.2M |
| 4 | NELSON MULLINS RILEY & SCARBOROUGH LLP NELSON MULLINS RETIREMENT PLAN | COLUMBIA SC | 1,831 | $678.9M | $142.7M |
| 5 | RITE-HITE HOLDING CORPORATION RITE-HITE RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 2,381 | $493.8M | $136.4M |
| 6 | TP ICAP AMERICAS HOLDINGS INC. TP ICAP 401(K) PLAN | NEW YORK NY | 1,323 | $598.8M | $115.1M |
| 7 | MOORE CAPITAL MANAGEMENT, LP MOORE CAPITAL MANAGEMENT, LP 401(K) PLAN | NEW YORK NY | 458 | $209.4M | $84.6M |
| 8 | THOMPSON HINE LLP THOMPSON HINE LLP RETIREMENT PLAN | CLEVELAND OH | 767 | $460.1M | $82.2M |
| 9 | COTY INC. COTY RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,009 | $449.6M | $79.1M |
| 10 | DUANE MORRIS LLP DUANE MORRIS EMPLOYEE INCENTIVE SAVINGS 401(K) PLAN | PHILADELPHIA PA | 1,277 | $411.9M | $76.6M |
