Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Schwab S&P 500 Index Sel Mutual Fund in their Schedule of Assets, totaling $2.5M 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 | JUNO INVESTMENTS LLC JUNO INVESTMENTS & ESQUARED HOSPITALITY 401(K) PLAN | NEW YORK NY | 510 | $15.6M | $1.6M |
| 2 | DAS TALENT, LLC FORUS 401(K) | TAMPA FL | 193 | $12.9M | $736K |
| 3 | ELEVATION SOLAR LLC ELEVATION SOLAR 401(K) PLAN |
| 122 |
| $2.5M |
| $125K |
| 4 | STEELCELL OF NORTH AMERICA, LLC STEELCELL OF NORTH AMERICA, LLC 401(K) PLAN | BALDWIN CA | 145 | $269K | $17K |
