Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 61 U.S. retirement plans report holding Schwab S&P 500 Index Mutual fund - in their Schedule of Assets, totaling $390.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. 401(K) PLAN | SEATTLE WA | 6,417 | $1.2B | $200.0M |
| 2 | THE CARDIOVASCULAR GROUP, P.C. D/B/A VIRGINIA HEART THE CARDIOVASCULAR GROUP, P.C. 401(K) PROFIT SHARING PLAN | FALLS CHURCH VA | 405 | $82.6M | $20.8M |
| 3 | STAFFMARK GROUP, LLC |
CINCINNATI OH |
| 1,933 |
| $144.1M |
| $17.8M |
| 4 | MERIDIAN COOPERATIVE, INC. MERIDIAN COOPERATIVE SAVINGS PLAN | ATLANTA GA | 551 | $109.3M | $16.8M |
| 5 | JOINT BOARD OF TRUSTEES OF THE IBEW LOCAL 972 PENSION FUND IBEW LOCAL #972 PENSION PLAN AND TRUST | RENO OH | 597 | $89.8M | $15.0M |
| 6 | STEPHENS INSTITUTE DBA ACADEMY OF ART UNIVERSITY ACADEMY OF ART UNIVERSITY 401(K) RETIREMENT PLAN | SAN FRANCISCO CA | 1,132 | $85.6M | $15.0M |
| 7 | HARKINS BUILDERS, INC. HARKINS BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLUMBIA MD | 286 | $123.3M | $13.6M |
| 8 | COASTAL CAROLINA HEALTH CARE, P.A. COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN | NEW BERN NC | 532 | $71.8M | $10.6M |
| 9 | TERRA ENERGY PARTNERS MANAGEMENT, LLC TERRA ENERGY PARTNERS 401(K) PLAN | HOUSTON TX | 264 | $49.9M | $9.6M |
| 10 | EXPERITY, INC. EXPERITY 401(K) PLAN | MACHESNEY PARK IL | 563 | $47.5M | $6.5M |
