Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Blackrock S&P 500 Index V.I.III in their Schedule of Assets, totaling $6.0M 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 | CITIZENS BANK CITIZENS BANK, COLUMBIA, MISSISSIPPI 401(K)SAVINGS PLAN | COLUMBIA MS | 114 | $17.0M | $2.7M |
| 2 | STURDY SAVINGS BANK STURDY SAVINGS BANK 401K RETIREMENT SAVINGS PLAN | STONE HARBOR NJ | 136 | $36.7M | $1.9M |
| 3 | WELCH BROS., INC. WELCH BROS., INC. PROFIT SHARING PLAN |
ELGIN IL |
| 205 |
| $55.5M |
| $957K |
| 4 | GOLD COAST EAGLE DISTRIBUTING, LLP GOLD COAST EAGLE DISTRIBUTING EMPLOYEES SAVINGS PLAN | SARASOTA FL | 140 | $7.4M | $338K |
| 5 | CUCINA HOLDINGS, INC. BEWLEY'S USA SAVINGS PLAN | SACRAMENTO CA | 249 | $3.7M | $37K |
