Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding SP 500 INDEX PL CL E in their Schedule of Assets, totaling $2.2B 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 | BRISTOL-MYERS SQUIBB COMPANY BRISTOL-MYERS SQUIBB SAVINGS PLANS MASTER TRUST | PRINCETON NJ | 0 | $11.7B | $2.2B |
| 2 | MCGEE AIR SERVICES, INC. MCGEE RETIREMENT READINESS PLAN | RENTON WA | 2,980 | $10.1M | $328K |
