Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Schwab S&P 500 Index Mutual Fund (1) in their Schedule of Assets, totaling $2.5M 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 | COTTER CONSULTING, INC. COTTER CONSULTING, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 124 | $18.9M | $1.8M |
| 2 | DEEP SEAS, LLC DEEP SEAS 401(K) PLAN | SAN DIEGO CA | 179 | $10.4M | $651K |
