Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Core Equity Fund in their Schedule of Assets, totaling $7.4B 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 | CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET RI | 313,966 | $30.1B | $7.4B |
| 2 | F.M. HOWELL & COMPANY F.M. HOWELL & COMPANY PART I PROFIT SHARING PLAN | ELMIRA NY | 166 | $20.6M | $2.0M |
