Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Prin/BR S&P 500 Index CIT TR in their Schedule of Assets, totaling $87.4M 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 | SEW-EURODRIVE, INC. SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN | LYMAN SC | 1,062 | $238.0M | $50.0M |
| 2 | GRINNELL MUTUAL REINSURANCE COMPANY GRINNELL MUTUAL SAVINGS AND INVESTMENT PLAN | GRINNELL IA | 743 | $151.7M | $16.2M |
| 3 | MORNING STAR COMPANY |
WOODLAND CA |
| 706 |
| $90.6M |
| $6.1M |
| 4 | GRAHAM HOSPITAL GRAHAM HOSPITAL THRIFT AND SAVINGS PLAN | CANTON IL | 805 | $58.0M | $5.3M |
| 5 | PEPSI-COLA BOTTLING CO. OF HICKORY, NC INC. PEPSI-COLA BOTTLING COMPANY OF HICKORY, N.C., INC. PROFIT SHARING AND 401(K) | HICKORY NC | 325 | $84.3M | $2.9M |
| 6 | ANCIRA ENTERPRISES ANCIRA ENTERPRISES EMPLOYEE SAVINGS PLAN | SAN ANTONIO TX | 640 | $57.2M | $2.2M |
| 7 | MIDSOUTH BANCORPORATION MIDSOUTH BANCORPORATION 401(K) PROFIT SHARING PLAN | DOTHAN AL | 108 | $12.0M | $1.3M |
| 8 | OAK CREST VILLAGE, INC. ERICKSON COMMUNITY 401(K) PLAN | CANTONSVILLE MD | 12,374 | $294.7M | $1.2M |
| 9 | MURATA MACHINERY USA, INC. MURATA MACHINERY USA, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 440 | $41.8M | $944K |
| 10 | CASE FOODS, INC. CASE FARMS 401(K) PLAN | TROUTMAN NC | 3,298 | $46.7M | $402K |
