Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding S&P 500 R INDX SL SF CL I CMC1 in their Schedule of Assets, totaling $1.1B 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 | PWC US GROUP LLP SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC | TAMPA FL | 49,697 | $13.2B | $407.0M |
| 2 | SOLVENTUM CORPORATION SOLVENTUM VOLUNTARY INVESTMENT PLAN | MAPLEWOOD MN | 11,390 | $2.6B | $110.9M |
| 3 | GRAPHIC PACKAGING INTERNATIONAL, LLC GRAPHIC PACKAGING INTL., LLC MASTER TRUST |
ATLANTA GA |
| — |
| $1.8B |
| $106.3M |
| 4 | DEUTSCHE BANK AMERICAS HOLDING CORP DEUTSCHE BANK MATCHED SAVINGS PLAN | NEW YORK NY | 7,791 | $4.5B | $94.5M |
| 5 | PENSKE AUTOMOTIVE GROUP, INC. PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN | BLOOMFIELD HILLS MI | 13,542 | $1.1B | $52.3M |
| 6 | NAPA MANAGEMENT SERVICES CORPORATION NAPA MANAGEMENT SERVICES CORPORATION 401(K) PLAN | MELVILLE NY | 3,665 | $1.5B | $51.8M |
| 7 | CAMBIA HEALTH SOLUTIONS, INC. CAMBIA HEALTH SOLUTIONS, INC. 401(K) SAVINGS PLAN | PORTLAND OR | 4,574 | $1.5B | $40.8M |
| 8 | INTERNATIONAL UNION OF OPERATING ENG. JT ANNUITY FD OF EASTERN PENNSYL INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT ANNUITY FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON PA | 9,477 | $562.5M | $39.3M |
| 9 | ITT INDUSTRIES HOLDINGS, INC ITT RETIREMENT SAVINGS PLAN | STAMFORD CT | 2,459 | $601.1M | $37.7M |
| 10 | LOUISIANA HEALTH SERVICE & INDEMNITY COMPANY LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM | BATON ROUGE LA | 3,333 | $660.6M | $31.1M |
