Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Schwab S&P 500 Index Fund Schwab 0 in their Schedule of Assets, totaling $67.8M 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 | COMPETITIVE POWER VENTURES INC COMPETITIVE POWER VENTURES INC 401(K) PROFIT SHARING PLAN & TRUST | SILVER SPRING MD | 167 | $51.1M | $8.5M |
| 2 | WALSWORTH, LLP WALSWORTH, LLP 401(K) PLAN | IRVINE CA | 112 | $28.7M | $7.5M |
| 3 | FEROLIE CORPORATION FEROLIE CORPORATION EE'S SVGS INVESTMENT PLAN |
MONTVALE NJ |
| 421 |
| $53.5M |
| $6.1M |
| 4 | TEAGUE NALL AND PERKINS, INC TEAGUE NALL AND PERKINS, INC 401(K) RETIREMENT PLAN | FORT WORTH TX | 236 | $38.9M | $6.1M |
| 5 | ALATION, INC. ALATION, INC. RETIREMENT TRUST | REDWOOD CITY CA | 279 | $34.7M | $4.6M |
| 6 | M9 SOLUTIONS, LLC M9 SOLUTIONS RETIREMENT PLAN | DENVER CO | 91 | $9.2M | $3.1M |
| 7 | MURPHY & ASSOCIATES, INC. MURPHY & ASSOCIATES,INC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST | KIRKLAND WA | 112 | $14.2M | $2.8M |
| 8 | OEM FABRICATORS, INC. OEM FABRICATORS, INC. 401(K) PLAN & TRUST | WOODVILLE WI | 276 | $20.9M | $2.8M |
| 9 | TEVORA BUSINESS SOLUTIONS, INC TEVORA BUSINESS SOLUTIONS, INC. 401(K) PS &T | IRVINE CA | 162 | $8.4M | $2.3M |
| 10 | BRIGHTSIGN, LLC BRIGHTSIGN, LLC 401(K) PLAN | LOS GATOS CA | 82 | $9.7M | $2.2M |
