Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Instl 500 Index Trust in their Schedule of Assets, totaling $1.5B 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 | KELLOGG BROWN & ROOT LLC KBR MASTER TRUST | HOUSTON TX | — | $3.8B | $1.0B |
| 2 | EMERSON ELECTRIC COMPANY EMERSON ELECTRIC COMPANY EMPLOYEE SAVINGS INVESTMENT PLAN | CLAYTON MO | 8,315 | $3.6B | $403.7M |
| 3 | EMERSON ELECTRIC COMPANY EMERSON ELECTRIC CO. RETIREMENT SAVINGS PLAN |
CLAYTON MO |
| 4,055 |
| $416.7M |
| $46.6M |
