Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Schwab S&P 500 Index Sel Mutual Fund in their Schedule of Assets, totaling $4.3M 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 | JUNO INVESTMENTS LLC JUNO INVESTMENTS & ESQUARED HOSPITALITY 401(K) PLAN | NEW YORK NY | 510 | $15.6M | $1.6M |
| 2 | FICTIV FORUS 401(K) | SAN FRANCISCO CA | 155 | $11.0M | $1.6M |
| 3 | DAS TALENT, LLC FORUS 401(K) | TAMPA FL |
| 193 |
| $12.9M |
| $736K |
| 4 | DIRECTIVE CONSULTING FORUS 401(K) | IRVINE CA | 43 | $3.7M | $174K |
| 5 | ELEVATION SOLAR LLC ELEVATION SOLAR 401(K) PLAN | CHANDLER AZ | 122 | $2.5M | $125K |
| 6 | DAVIS FOOD CO-OP FORUS 401(K) | DAVIS CA | 86 | $2.5M | $34K |
| 7 | STEELCELL OF NORTH AMERICA, LLC STEELCELL OF NORTH AMERICA, LLC 401(K) PLAN | BALDWIN CA | 145 | $269K | $17K |
