Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 71 U.S. retirement plans report holding Schwab® S&P 500 Index in their Schedule of Assets, totaling $253.1M 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 | BOWMAN AND BROOKE LLP BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 407 | $194.3M | $46.3M |
| 2 | BOARD OF TRUSTEES, U.A. LOCAL 467 PENSION TRUST U.A. LOCAL 467 DEFINED CONTRIBUTION PLAN | SAN JOSE CA | 849 | $158.2M | $22.2M |
| 3 | CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY, P.C. |
HOUSTON TX |
| 347 |
| $126.1M |
| $15.8M |
| 4 | THE FIRST NATIONAL BANK & TRUST COMPANY OF NEWTOWN FIRST NATIONAL BANK OF NEWTOWN SAVINGS/INCENTIVE PLAN | NEWTOWN PA | 123 | $45.2M | $11.2M |
| 5 | EDUSERVE, INC. EDUSERVE/CSUSA RETIREMENT PLAN | FT LAUDERDALE FL | 7,804 | $84.0M | $11.2M |
| 6 | MERCY CARE MANAGEMENT, INC. MERCYCARE 401(K) RETIREMENT PLAN | CEDAR RAPIDS IA | 453 | $78.4M | $11.0M |
| 7 | CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN | HOUSTON TX | 232 | $89.4M | $10.7M |
| 8 | NATIONAL LIME & STONE COMPANY NATIONAL LIME & STONE COMPANY EMPLOYEES' 401(K) PLAN | FINDLAY OH | 393 | $52.8M | $8.7M |
| 9 | SPINS LLC SPINS 401(K) PLAN | CHICAGO IL | 419 | $39.4M | $8.6M |
| 10 | BBR PARTNERS, LLC BBR PARTNERS, LLC RETIREMENT PLAN | NEW YORK NY | 174 | $44.2M | $8.4M |
