Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding S&P 500 Index Fund Mutual fund in their Schedule of Assets, totaling $38.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COCA-COLA BOTTLING COMPANY UNITED, INC. COCA-COLA BOTTLING COMPANY UNITED, INC. 401(K) PLAN | BIRMINGHAM AL | 9,930 | $609.6M | $33.5M |
| 2 | BUILDING & EARTH SCIENCES, INC. BUILDING & EARTH SCIENCES, INC. 401(K) PLAN | IRONDALE AL | 257 | $15.0M | $4.4M |
| 3 | ADTRAV CORPORATION |
HOOVER AL |
| 268 |
| $8.9M |
| $570K |
