Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding NT S&P 500 INDEX in their Schedule of Assets, totaling $61.1M 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 | MATSON, INC. MATSON, INC. MASTER TRUST | WALNUT CREEK CA | — | $392.5M | $30.8M |
| 2 | MOSS & ASSOCIATES, LLC MOSS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | FT LAUDERDALE FL | 1,852 | $191.2M | $18.1M |
| 3 | ALEXANDER & BALDWIN, LLC, SERIES T ALEXANDER & BALDWIN LLC, SERIES T MASTER TRUST |
HONOLULU HI |
| — |
| $68.6M |
| $6.1M |
| 4 | ALEXANDER & BALDWIN, LLC, SERIES T A&B INDIVIDUAL DEFERRED COMPENSATION AND PROFIT SHARING PLAN FOR SALARIED NON-BARGAINING EMPLOYEES | HONOLULU HI | 103 | $64.7M | $6.0M |