Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schwab S&P 500 Index Fund Select Shares Registered Investment Company in their Schedule of Assets, totaling $886K 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 | ADAMS AND REESE LLP ADAMS AND REESE LLP GROUP PENSION PLAN III | NEW ORLEANS LA | 131 | $17.9M | $886K |
