Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Schwab S&P 500 Index Fund - Select S Mutual Fund - in their Schedule of Assets, totaling $49.4M 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 | YOKOGAWA USA, INC. YOKOGAWA USA, INC. WEALTH BUILDER | NEWNAN GA | 731 | $190.9M | $42.2M |
| 2 | PRITCHARD INDUSTRIES, LLC PRITCHARD INDUSTRIES, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 3,959 | $17.3M | $3.6M |
| 3 | 1ST COMMUNITY FEDERAL CREDIT UNION 1ST COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN |
SAN ANGELO TX |
| 90 |
| $10.8M |
| $1.8M |
| 4 | ACTIVE CONCEPTS, LLC ACTIVE CONCEPTS, LLC 401(K) PLAN | LINCOLNTON NC | 133 | $9.5M | $1.2M |
| 5 | POGUE CONSTRUCTION CO., LP POGUE CONSTRUCTION CO., LP 401(K) PROFIT SHARING PLAN | MCKINNEY MI | 257 | $17.9M | $647K |
| 6 | ALAMO TRUST, INC. ALAMO 401(K) PLAN | SAN ANTONIO TX | 0 | $1.6M | $33K |
