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 Registered investment company in their Schedule of Assets, totaling $2.4M 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 | PACIFIC IMAGING MANAGEMENT, LLC PACIFIC IMAGING MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | TEMPLETON CA | 120 | $24.3M | $2.2M |
| 2 | VENTURA COASTAL, LLC VENTURA COASTAL, LLC RETIREMENT SAVINGS PLAN FOR HOURLY EE | VENTURA CA | 98 | $2.1M | $212K |
| 3 | FABRIWELD CORPORATION |
NORWALK OH |
| 113 |
| $7.6M |
| $14K |
