Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 159 U.S. retirement plans report holding Schwab S&P 500 Index Fund* in their Schedule of Assets, totaling $1.5B 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 | FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS FISHER INVESTMENTS 401(K) PLAN | PLANO TX | 4,886 | $1.2B | $290.6M |
| 2 | LITTLER MENDELSON, P.C. LITTLER MENDELSON 401(K) PLAN AND TRUST | SAN FRANCISCO CA | 2,298 | $1.1B | $174.3M |
| 3 | DELTA DENTAL OF CALIFORNIA DELTA DENTAL OF CALIFORNIA 401(K) PLAN |
SAN FRANCISCO CA |
| 3,253 |
| $723.2M |
| $110.0M |
| 4 | MOTT MACDONALD GROUP, INC. MOTT MACDONALD 401(K) PLAN | ISELIN NJ | 2,185 | $489.4M | $98.7M |
| 5 | LEGAL & GENERAL AMERICA, INC. LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN | FREDERICK MD | 1,194 | $218.8M | $65.5M |
| 6 | PGA TOUR, INC PGA TOUR EMPLOYEES SAVINGS PLAN | PONTE VEDRA BEACH FL | 2,909 | $290.8M | $51.3M |
| 7 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 8,037 | $340.3M | $50.0M |
| 8 | NEW YORK INSTITUTE OF TECHNOLOGY NEW YORK INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION RETIREMENT PLAN | OLD WESTBURY NY | 1,142 | $550.4M | $37.1M |
| 9 | THE TAYLOR GROUP, INC. THE TAYLOR GROUP, INC. 401(K) PLAN | LOUISVILLE MS | 1,405 | $121.9M | $35.5M |
| 10 | INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORK INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULA AND ALLIED WORKERS LOCAL NO. 1 PENSION PLAN | EARTH CITY MO | 391 | $156.6M | $29.2M |
