Form 5500 Search
Review tier — not indexed. Named-investment reverse lookup pending name canonicalization. The same lookup ships in advanced search.

500 Index Fund

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 2,076 retirement plans report an interest in this investment, totaling $1.7B in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
2,076
Reported interest (EOY)
$1.7B
Data source
DOL Form 5500 · Schedule D

Plans holding 500 Index Fundranked by reported interest

Unlock full list (Pro)
#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1CERBERUS CAPITAL MANAGEMENT, L.P.
CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN
NEW YORK
NY
597$345.3M$33.2M
2WORKSMART SYSTEMS, INC.
WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST
INDIANAPOLIS
IN
6,062$327.7M$32.6M
3ADAMS KEEGAN INC.
ADAMS KEEGAN RETIREMENT SAVINGS PLAN
MEMPHIS
TN
24,235$415.2M$29.3M
4GASTRO HEALTH, LLC
GASTRO HEALTH 401(K) RETIREMENT PLAN
MIAMI
FL
2,155$264.2M$21.1M
5MODEC INTERNATIONAL, INC.
MODEC INTERNATIONAL, INC. 401(K) PLAN
HOUSTON
TX
280$128.9M$15.7M
6VAN MICHAEL SALON, INC.
VAN MICHAEL SALON, INC. 401K PROFIT SHARING PLAN
ATLANTA
GA
342$28.0M$11.8M
7CHILDRENS PRIMARY CARE MEDICAL GROUP, INC.
CHILDREN'S PRIMARY CARE MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN
SAN DIEGO
CA
162$117.7M$11.3M
8ZACKS INVESTMENT RESEARCH, INC.
ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN
CHICAGO
IL
285$38.3M$9.8M
9WEIMER BEARING & TRANSMISSION, INC.
WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN
GERMANTOWN
WI
375$63.2M$9.5M
10SECRETARIAT ADVISORS LLC
SECRETARIAT ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST
ATLANTA
GA
363$36.5M$8.4M
See all 2,076 plans holding 500 Index Fund
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro
Browse the collective-trust directory or the fund holdings directory.