Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Schwab S&P 500 Mutual Fund in their Schedule of Assets, totaling $35K 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 | WAELZ SUSTAINABLE PRODUCTS LLC WAELZ SUSTAINABLE PRODUCTS LLC 401(K) PROFIT SHARING PLAN & TRUST | LOGANSPORT IN | 101 | $1.5M | $35K |
