Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Energy Index Fund in their Schedule of Assets, totaling $1.1M 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 | EMKAY, INC. EMKAY, INC. PROFIT SHARING PLAN | ITASCA IL | 137 | $6.7M | $510K |
| 2 | MEDICAL GROUP OF BEVERLY HILLS, INC. MEDICAL GROUP OF BEVERLY HILLS, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 261 | $146.7M | $378K |
| 3 | DATAVAIL CORPORATION DATAVAIL CORPORATION 401K PLAN |
BROOMFIELD CO |
| 190 |
| $26.0M |
| $210K |
