Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Schwab S&P 500 Index Mutual funds in their Schedule of Assets, totaling $9.0M 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 | WEST SIDE FEDERATION FOR SENIOR AND SUPPORTIVE HOUSING, INC. WSFSSH 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 416 | $24.3M | $3.0M |
| 2 | BIOSPLICE SERVICES CORPORATION BIOSPLICE SERVICES CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 27 | $8.5M | $2.9M |
| 3 | VSMPO-TIRUS US |
LEETSDALE PA |
| 69 |
| $14.2M |
| $1.8M |
| 4 | BREWER CARPET AND DESIGN CENTER, INC. BREWER CARPET & DESIGN CENTER 401(K) PROFIT SHARING PLAN & TRUST | OKLAHOMA CITY OK | 254 | $10.2M | $467K |
| 5 | STATES NEWSROOM STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON DC | 217 | $7.0M | $406K |
| 6 | ENVITA MEDICAL CENTERS LLC ENVITA MEDICAL CENTER LLC 401(K) PROFIT SHARING PLAN AND TRUST | SCOTTSDALE AZ | 216 | $4.4M | $341K |
