Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Schwab Schwab S&P 500 Index Fund in their Schedule of Assets, totaling $124.3M 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 | IMI AMERICAS LLC. IMI 401(K) PLAN | DENVER CO | 1,547 | $312.6M | $76.6M |
| 2 | ENERCON, LTD. GRUMMAN/BUTKUS ASSOCIATES, LTD. EMPLOYEE 401(K) PLAN | EVANSTON IL | 146 | $60.9M | $12.5M |
| 3 | MASLON, LLP MASLON RETIREMENT AND SAVINGS PLAN |
| 90 |
| $72.3M |
| $11.8M |
| 4 | MORRISON COHEN LLP MORRISON COHEN RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 186 | $126.8M | $10.5M |
| 5 | BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC. BIRTCHER ANDERSON & DAVIS 401(K) PLAN | SAN JUAN CAPISTRANO CA | 95 | $12.9M | $3.7M |
| 6 | LOS ANGELES JEWISH HOME FOR THE AGING LA JEWISH HOME FOR THE AGING RETIREMENT PLAN | RESEDA CA | 1,115 | $58.0M | $3.6M |
| 7 | SAINT DAVID'S SCHOOL SAINT DAVID'S SCHOOL RETIREMENT PLAN | NEW YORK NY | 157 | $73.0M | $1.9M |
| 8 | SOUTHERN MINNESOTA BEET SUGAR COOPERATIVE SOUTHERN MINNESOTA BEET SUGAR COOPERATIVE RETIREMENT PLAN B | RENVILLE MN | 250 | $24.7M | $1.7M |
| 9 | MESSER FINANCIAL GROUP MESSER FINANCIAL GROUP 401(K) PLAN | CHARLOTTE NC | 141 | $4.6M | $1.0M |
| 10 | WESTSIDE NEIGHBORHOOD SCHOOL WESTSIDE NEIGHBORHOOD SCHOOL 403(B) DC PLAN | LOS ANGELES CA | 164 | $18.6M | $875K |
