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 Inv Registered Investment Company in their Schedule of Assets, totaling $16.1M 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 | HARDER MECHANICAL CONTRACTORS, INC. HARDER MECHANICAL CONTRACTORS RETIREMENT PLAN | PORTLAND OR | 339 | $110.2M | $16.1M |