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 R4 in their Schedule of Assets, totaling $972K 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 | SERVIS ONE INC. DBA BSI FINANCIAL SERVICES, INC. SERVIS ONE INC 401(K) PROFIT SHARING PLAN | TITUSVILLE PA | 266 | $7.9M | $670K |
| 2 | WALLACE IMPORTS OF BRISTOL, INC. WALLACE AUTOMOTIVE EMPLOYEE SAVINGS & PROTECTION PLAN | KINGSPORT TN | 227 | $6.8M | $164K |
| 3 | HAGERSTOWN GOODWILL INDUSTRIES INC |
HAGERSTOWN MD |
| 407 |
| $4.3M |
| $138K |
