Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MM S&P 500 Index R3 Pooled separate account in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JERRY PATE COMPANY JERRY PATE COMPANY RETIREMENT PLAN | PENSACOLA FL | 178 | $10.4M | $1.3M |
| 2 | SPHERECOMMERCE, LLC SPHERECOMMERCE LLC 401(K) PLAN | CHICAGO IL | 139 | $14.2M | $1.1M |
| 3 | TAPIA BROTHERS TAPIA BROTHERS 401K | MAYWOOD |
| 322 |
| $4.9M |
| $243K |
