Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding LVIP SSgA S&P 500 Index Mutual Fund in their Schedule of Assets, totaling $3.5M 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 | COMMONSPIRIT HEALTH COMMONSPIRIT HEALTH ERISA 403(B) PLAN | ERLANGER KY | 28,491 | $2.9B | $2.1M |
| 2 | THE WHITNEY ACADEMY, INC. THE WHITNEY ACADEMY, INC. TDA PLAN | EAST FREETOWN MA | 166 | $5.8M | $581K |
| 3 | PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND TAX SHELTERED ANNUITY PLAN |
COLCHESTER VT |
| 215 |
| $14.3M |
| $310K |
| 4 | GEORGIA LEGAL SERVICES PROGRAM GEORGIA LEGAL SERVICES PROGRAM MANAGEMENT RETIREMENT PLAN | ATLANTA GA | 118 | $17.9M | $183K |
| 5 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $86K |
| 6 | CENTRAL CITY COMMUNITY HEALTH CENTER, INC. CENTRAL CITY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | MONTEREY PARK CA | 303 | $5.0M | $83K |
| 7 | THE VILLAGE NETWORK THE VILLAGE NETWORK 403(B) PLAN | WOOSTER OH | 485 | $23.5M | $74K |
| 8 | DEACONESS HEALTH SYSTEM, INC. DEACONESS HEALTH SYSTEM, INC. TAX SHELTERED ANNUITY THRIFT PLAN | EVANSVILLE IN | 526 | $18.9M | $44K |
| 9 | LA CLINICA DEL PUEBLO LA CLINICA DEL PUEBLO 403(B) | WASHINGTON DC | 130 | $4.0M | $22K |
| 10 | SAUK PRAIRIE HEALTHCARE, INC. SAUK PRAIRIE HEALTHCARE, INC. TAX DEFERRED ANNUITY PLAN | PRAIRIE DU SAC WI | 757 | $120.5M | $18K |
