Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding LVIP SSgA S&P 500 Index in their Schedule of Assets, totaling $8.2M 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 | ALUCHEM, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN | READING OH | 137 | $11.8M | $1.2M |
| 2 | DAVID NELSON CONSTRUCTION CO. DAVID NELSON CONSTRUCTION CO. 401K PROFIT SHARING PLAN | PALM HARBOR FL | 117 | $7.5M | $1.1M |
| 3 | MAYO CLINIC MAYO 403(B) PLAN |
ROCHESTER MN |
| 87,000 |
| $12.8B |
| $1.0M |
| 4 | AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA INC AGING AND IN-HOME SERVICES OF NORTHEAST INDIANA INC RETIREMENT PLAN | FORT WAYNE IN | 159 | $7.2M | $986K |
| 5 | THE IVYMOUNT SCHOOL, INC. THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN | ROCKVILLE MD | 275 | $24.8M | $932K |
| 6 | VISITING NURSE ASSOCIATION OF BOSTON, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE ASSOCIATION OF BOSTON FOUNDATION, INC. | WORCESTER MA | 178 | $40.5M | $769K |
| 7 | FAIRCHILD MEDICAL CENTER RETIREMENT ACCUMULATION PLAN FOR FAIRCHILD MEDICAL CENTER | YREKA CA | 580 | $51.4M | $732K |
| 8 | MARK TWAIN ST. JOSEPHS HOSPITAL MARK TWAIN ST. JOSEPH'S HOSPITAL 403(B) TAX DEFERRED ANNUITY PLAN | SAN ANDREAS CA | 20 | $4.5M | $540K |
| 9 | HEGIRA HEALTH, INC. HHI RETIREMENT SAVINGS PLAN | LIVONIA MI | 463 | $17.2M | $225K |
| 10 | FAMILY RESOURCES, INC. FAMILY RESOURCES 403(B) RETIREMENT PLAN | PINELLAS PARK FL | 90 | $3.4M | $89K |
