Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding SEI S&P 500 Index-A in their Schedule of Assets, totaling $159.9M 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 | PENSKE TRUCK LEASING CO., L.P. PENSKE CASH BALANCE BENEFIT PLAN | READING PA | 23,723 | $668.5M | $132.7M |
| 2 | DYKEMA GOSSETT PLLC DYKEMA GOSSETT PLLC RETIREMENT PLAN | DETROIT MI | 51 | $68.5M | $17.2M |
| 3 | DYKEMA GOSSETT PLLC DYKEMA GOSSETT PLLC CASH BALANCE PLAN |
DETROIT MI |
| 113 |
| $37.3M |
| $7.0M |
| 4 | CURIA GLOBAL INC. ORGANICHEM CORPORATION RETIREMENT PLAN | ALBANY NY | 20 | $15.1M | $3.0M |
