Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Mm S&P 500 Index Adm in their Schedule of Assets, totaling $4.3M 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 | BOARD OF TRUSTEES OF PLUMBERS & STEAMFITTERS LOCAL 373 U.A. ANNUITY FU LOCAL UNION 373 U.A. ANNUITY FUND | MOUNTAINVILLE NY | 581 | $47.8M | $2.0M |
| 2 | JAGENBERG US HOLDING, INC. JAGENBERG US HOLDING, INC. 401(K) RETIREMENT PLAN | SPARTANBURG SC | 163 | $14.7M | $1.4M |
| 3 | GLOBAL GAMING LSP, LLC DBA LONE STAR PARK AT GRAND PRAIRIE |
GRAND PRAIRIE TX |
| 132 |
| $4.6M |
| $484K |
| 4 | GLOBAL GAMING RP, LLC GLOBAL GAMING RP, LLC 401K PLAN | OKLAHOMA CITY OK | 227 | $11.0M | $454K |