Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Equity Index Fund Pooled separate account in their Schedule of Assets, totaling $1.4M 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 | FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA 403(B) THRIFT PLAN FOR EMPLOYEES OF FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA | SARASOTA FL | 191 | $10.3M | $1.3M |
| 2 | THE ARC OF HUNTERDON COUNTY 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF HUNTERDON COUNTY, INC. | HAMPTON NJ | 300 | $6.0M | $90K |
| 3 |
ST PETERSBURG FL |
| 344 |
| $3.9M |
| $14K |
