Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Equity Index in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEON N. WEINER ASSOCIATES, INC. LNWAI/ARBOR MANAGEMENT 401(K) PLAN | WILMINGTON DE | 234 | $21.4M | $1.6M |
| 2 | CHILD AND FAMILY FOCUS, INC. CHILD AND FAMILY FOCUS INC, 401(K) RETIREMENT PLAN | AUDUBON PA | 165 | $6.8M | $379K |
| 3 | INSTITUTE FOR OPERATIONS RESEARCH & THE MANAGEMENT SCIENCES (INFORMS) |
CATONSVILLE MD |
| 42 |
| $8.9M |
| $232K |
| 4 | SKIRBALL CULTURAL CENTER SKIRBALL CULTURAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 260 | $12.7M | $204K |