Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Index Fund in their Schedule of Assets, totaling $75.5M 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 | GENWORTH FINANCIAL, INC GENWORTH FINANCIAL INC. RETIREMENT AND SAVINGS PLAN | GLEN ALLEN VA | 2,802 | $955.5M | $54.5M |
| 2 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $9.4M |
| 3 | HRL LABORATORIES, LLC HRL RETIREMENT SAVINGS PLAN FOR NON-BARGAINED EMPLOYEES |
MALIBU CA |
| 1,047 |
| $334.7M |
| $6.0M |
| 4 | SPIRE ALABAMA INC. SPIRE RETIREMENT INCOME PLAN | BIRMINGHAM AL | 1,004 | $139.6M | $4.3M |
| 5 | MEDICAL GROUP OF BEVERLY HILLS, INC. MEDICAL GROUP OF BEVERLY HILLS, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 261 | $146.7M | $811K |
| 6 | BREG, INC. BREG, INC. 401(K) PLAN | CARLSBAD CA | 569 | $42.2M | $308K |
| 7 | LOTUS COMMUNICATIONS CORP. LOTUS COMMUNICATIONS CORP. 401(K) RETIREMENT AND SAVINGS PLAN | LOS ANGELES CA | 450 | $24.6M | $169K |
| 8 | HELIGEAR ACQUISITION CO DBA NORTHSTAR AEROSPACE CH NORTHSTAR AEROSPACE (USA) VOLUNTARY SAVINGS PLAN | BEDFORD PARK IL | 299 | $52.8M | $55K |
| 9 | MWLA, INC. TURNING POINT SCHOOL 403(B) DEFINED CONTRIBUTION PLAN | CULVER CITY CA | 70 | $11.7M | $4K |
| 10 | GOODWILL INDUSTRIES OF CENTRAL ALABAMA, INC. GOODWILL OF CENTRAL ALABAMA FEDERAL CONTRACT EMPLOYEE'S PLAN | MONTGOMERY AL | 135 | $3.9M | $2K |
