Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding 500 Index Fund Pooled separate accounts n/a in their Schedule of Assets, totaling $7.8M 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 | NEXT PHASE ENTERPRISES, LLC NEXT PHASE ENTERPRISES 401K PLAN | PHOENIX AZ | 132 | $27.5M | $4.1M |
| 2 | JENCO, INC. JENCO, INC. 401(K) PLAN | SCOTTSDALE AZ | 0 | $0 | $1.5M |
| 3 | FIRST NATIONAL BANCORP, INC. FIRST NATIONAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS |
MISSOULA MT |
| 96 |
| $14.0M |
| $1.1M |
| 4 | BI-RITE MANAGEMENT SERVICES, LLC BI-RITE MANAGEMENT SERVICES, LLC RETIREMENT PLAN | SAN FRANCISCO CA | 215 | $15.7M | $538K |
| 5 | ZAK DESIGNS, INC. ZAK DESIGNS, INC. RETIREMENT TRUST | SPOKANE WA | 116 | $17.6M | $411K |
| 6 | DOVE POINTE, INC. EMPLOYEE BENEFITS PLAN OF DOVE POINTE, INC. | SALISBURY MD | 351 | $5.9M | $130K |
