Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding SEI Extended Market Index Fund in their Schedule of Assets, totaling $29.7M 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 | TRUSTEES OF MINNESOTA CEMENT MASONS PENSION FUND MINNESOTA CEMENT MASONS PENSION FUND | MENDOTA HEIGHTS MN | 788 | $285.8M | $20.1M |
| 2 | BOARD OF TRUSTEES, STEELWORKERS WESTERN INDEPENDENT STEELWORKERS WESTERN INDEPENDENT SHOPS PENSION PLAN | PLEASANTON CA | 505 | $123.5M | $3.4M |
| 3 | TRUMAN MEDICAL CENTERS |
KANSAS CITY MO |
| 805 |
| $97.7M |
| $3.2M |
| 4 | LOC PERFORMANCE PRODUCTS, LLC ST. MARYS LOCATION PENSION PLAN FOR ELIGIBLE UNION EMPLOYEES | PLYMOUTH MI | 207 | $38.6M | $1.4M |
| 5 | AMERICAN BILTRITE INC. THE RETIREMENT PLAN FOR SALARIED EMPLOYEES & CERTAIN HOURLY EMPLOYEES OF AMERICAN BILTRITE INC. | WELLESLEY HILLS MA | 77 | $23.0M | $1.2M |
| 6 | STAGEHANDS LOCAL TWO H&W PLAN STAGEHANDS LOCAL TWO H&W PLAN | CHICAGO IL | 474 | $20.6M | $541K |