Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding NT COLLECTIVE S&P500 INDEX FUND-DC-NON LENDING (TIER J) in their Schedule of Assets, totaling $27.3B 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 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $23.6B |
| 2 | THE COCA-COLA COMPANY THE COCA-COLA COMPANY MASTER TRUST FOR 401(K) | ATLANTA GA | — | $3.8B | $1.0B |
| 3 | THE COCA-COLA COMPANY |
ATLANTA GA |
| 7,812 |
| $3.8B |
| $1.0B |
| 4 | SONY CORPORATION OF AMERICA SONY USA 401(K) PLAN | NEW YORK NY | 13,338 | $6.2B | $1.0B |
| 5 | ILLINOIS TOOL WORKS INC. ITW SAVINGS AND INVESTMENT PLAN | GLENVIEW IL | 15,573 | $4.2B | $647.3M |
| 6 | ILLINOIS TOOL WORKS INC. ITW BARGAINING SAVINGS AND INVESTMENT PLAN | GLENVIEW IL | 357 | $19.8M | $3.0M |
