Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding MM S&P 500 Index Fund " in their Schedule of Assets, totaling $8.3M 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 | IVES BANK IVES BANK SAVINGS PLAN | DANBURY CT | 191 | $25.8M | $3.3M |
| 2 | JACKSON LUMBER & MILLWORK COMPANY, INC. JACKSON LUMBER & MILLWORK CO, INC. 401K PLAN | LAWRENCE MA | 176 | $19.3M | $1.9M |
| 3 | ROCK OF AGES CORPORATION SWENSON GRANITE 401(K) RETIREMENT PLAN |
GRANITEVILLE VT |
| 112 |
| $29.3M |
| $1.9M |
| 4 | STAR TRANSPORT, LLC STAR COMPANIES 401(K) PLAN | OVERLAND PARK KS | 514 | $10.4M | $649K |
| 5 | SULLIVAN AUTOMOTIVE GROUP, INC. SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN | OCALA FL | 193 | $7.9M | $574K |