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- Select S in their Schedule of Assets, totaling $47.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PGA TOUR, INC. PGA TOUR EMPLOYEES RETIREMENT PLAN | PONTE VEDRA BEACH FL | 1,126 | $339.2M | $40.3M |
| 2 | CENTRAL VALLEY COMMUNITY MEDICAL IMAGING COMMUNITY MEDICAL IMAGING 401(K) PROFIT SHARING PLAN | FRESNO CA | 197 | $77.5M | $4.7M |
| 3 | MIDWEST HOLDING GROUP, INC. MILLIS TRANSFER 401(K) SAVINGS PLAN |
BLACK RIVER FALLS WI |
| 638 |
| $25.0M |
| $2.4M |
