Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding SEI Trust Company Principal/Blackrock S&P 500 Index CIT N in their Schedule of Assets, totaling $83.1M 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 | PUBLIC STORAGE PS 401(K) PROFIT SHARING PLAN | GLENDALE CA | 5,502 | $221.9M | $23.8M |
| 2 | THE DAVEY TREE EXPERT COMPANY THE DAVEY 401KSOP AND ESOP | KENT OH | 7,923 | $448.4M | $17.0M |
| 3 | SEE'S CANDIES, INC. SEE'S RETIREMENT PLAN | SOUTH SAN FRANCISCO |
| 1,672 |
| $86.0M |
| $13.2M |
| 4 | VENTAS, INC. VENTAS, INC. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 501 | $90.4M | $10.3M |
| 5 | BENECARD SERVICES, INC. BENECARD 401(K) PLAN | CLIFTON NJ | 471 | $46.8M | $7.4M |
| 6 | MIDWEST HARDWOOD COMPANY LLC MIDWEST HARDWOOD COMPANY 401(K) PLAN | MAPLE GROVE MN | 571 | $26.4M | $6.0M |
| 7 | DECKER TRUCK LINE, INC. DECKER TRUCK LINE, INC. 401(K) SAVINGS PLAN | FORT DODGE IA | 761 | $30.1M | $2.9M |
| 8 | WARRIOR MET COAL, INC WARRIOR MET COAL, INC. SALARIED 401(K) PLAN | BROOKWOOD AL | 557 | $56.0M | $2.5M |
| 9 | WARRIOR MET COAL MINING, LLC. WARRIOR MET COAL MINING, LLC MINE SITE HOURLY 401(K) PLAN | BROOKWOOD AL | 796 | $12.0M | $9K |
