Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Schwab S&P 500 Index Registered investment company in their Schedule of Assets, totaling $30.7M 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 | BRANDES INVESTMENT PARTNERS, L.P. BRANDES INVESTMENT PARTNERS, L.P. 401(K) PLAN | LA JOLLA CA | 143 | $278.9M | $22.2M |
| 2 | SITEWORX HOLDINGS, LLC SHIFT7 DIGITAL 401(K) PLAN | CARY NC | 58 | $10.8M | $2.0M |
| 3 | QUICK TECHNOLOGIES, INC. QUICK TECHNOLOGIES, INC. RETIREMENT TRUST |
PLANO TX |
| 144 |
| $14.9M |
| $1.6M |
| 4 | US MORTGAGE CORPORATION US MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | MELVILLE NY | 257 | $7.5M | $929K |
| 5 | CRITICAL CARE & PULMONARY CONSULTANTS, P.C. CRITICAL CARE & PULMONARY CONSULTANTS, P.C. 401(K) PLAN | GREENWOOD VILLAGE CO | 193 | $22.3M | $840K |
| 6 | NORTHSOUND AUTO GROUP LLC DWAYNE LANES CORPORATIONS 401(K) PROFIT SHARING PLAN AND TRUST | EVERETT WA | 159 | $9.8M | $782K |
| 7 | DAVID J. FRANK LANDSCAPE CONTRACTING, INC. DAVID J. FRANK LANDSCAPE CONTRACTING, INC. RETIREMENT PLAN | GERMANTOWN WI | 212 | $8.4M | $679K |
| 8 | PROVIDENT TITLE COMPANY PROVIDENT TITLE COMPANY 401(K) PROFIT SHARING PLAN & TRUST | ENCINO CA | 94 | $13.7M | $396K |
| 9 | A & M TRANSPORT, LLC A & M TRANSPORT, LLC EMPLOYEE SAVINGS PLAN | GLENDALE OR | 130 | $6.2M | $394K |
| 10 | CHRISTOPHER COMMUNITY, INC. CHRISTOPHER COMMUNITY, INC 403(B) PLAN | SYRACUSE NY | 172 | $3.1M | $377K |
