Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding S&P 500 Index Fund in their Schedule of Assets, totaling $588.2M 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 | LAWRENCE LIVERMORE NATIONAL SECURITY LLC LLNS DEFINED CONTRIBUTION PLANS MASTER TRUST | LIVERMORE CA | — | $3.1B | $552.3M |
| 2 | UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR SALARIED EMPLOYEES | WARREN PA | 503 | $90.6M | $9.3M |
| 3 | MGA ENTERTAINMENT |
CHATSWORTH CA |
| 901 |
| $87.6M |
| $7.0M |
| 4 | U.S. TELEPACIFIC CORP. TPX 401(K) PLAN | AUSTIN TX | 764 | $85.9M | $6.3M |
| 5 | UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR HOURLY EMPLOYEES | WARREN PA | 348 | $43.2M | $5.9M |
| 6 | SCOTT-MCRAE AUTOMOTIVE GROUP, LLLP SCOTT-MCRAE AUTOMOTIVE GROUP, LLLP 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 622 | $41.3M | $2.1M |
| 7 | PEREGRINE PERMANENT MANAGEMENT, LLC PEREGRINE HOSPITALITY 401(K) PLAN | DENVER CO | 73 | $12.7M | $1.6M |
| 8 | KSL/MS MANAGEMENT, LLC KSL RESORTS 401(K) PLAN | LA QUINTA CA | 47 | $11.5M | $1.4M |
| 9 | UNITED REFINING COMPANY OF PENNSYLVANIA UNITED REFINING COMPANY OF PA INCENTIVE SAVINGS PLAN | WARREN PA | 2,471 | $12.3M | $1.1M |
| 10 | PEREGRINE PERMANENT MANAGEMENT, LLC PEREGRINE HOSPITALITY - WEST 401(K) PLAN | DENVER CO | 1,112 | $15.5M | $922K |
