Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MainStay S&P 500 Index Fund in their Schedule of Assets, totaling $14.3M 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 | LIMBACH FACILITY SERVICES LLC LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN | WARRENDALE PA | 0 | $0 | $7.6M |
| 2 | UKROP'S SUPER MARKETS, INC. UKROP'S SAVINGS AND INVESTMENT PLAN | RICHMOND VA | 399 | $39.9M | $6.2M |
| 3 | GT TECHNOLOGIES INC. GT TECHNOLOGIES HOURLY 401(K) SAVINGS PLAN |
WESTLAND MI |
| 198 |
| $5.6M |
| $564K |