Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nw S P 500 Indx R6 in their Schedule of Assets, totaling $4.5M 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 | JASCO PRODUCTS COMPANY LLC JASCO PRODUCTS COMPANY LLC 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 324 | $49.0M | $2.8M |
| 2 | COKINOS & YOUNG, A PROFESSIONAL COKINOS & YOUNG, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | HOUSTON TX | 149 | $35.4M | $1.6M |
| 3 | LUDVIK ELECTRIC CO. |
LAKEWOOD CO |
| 197 |
| $22.7M |
| $86K |
| 4 | VALUEMOMENTUM, INC. VALUEMOMENTUM 401(K) PLAN | PISCATAWAY NJ | 626 | $42.6M | $59K |
