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 Registered investment companies in their Schedule of Assets, totaling $18.0M 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 | BLANCHARD TRAINING & DEVELOPMENT INC. BLANCHARD TRAINING & DEVELOPMENT INC. 401(K) PLAN | ESCONDIDO CA | 250 | $65.3M | $13.4M |
| 2 | CENTRE FOR NEURO SKILLS CENTRE FOR NEURO SKILLS 401(K) RETIREMENT PLAN | BAKERSFIELD CA | 986 | $55.4M | $4.6M |
