Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SP 500 INDEX PL CL F in their Schedule of Assets, totaling $4.4B 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 | COMCAST CORPORATION COMCAST CORPORATON EMPLOYEE SAVINGS PLANS MASTER T | PHILADELPHIA PA | — | $20.5B | $3.4B |
| 2 | ROCKWELL AUTOMATION ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST | MILWAUKEE WI | — | $3.8B | $822.0M |
| 3 | ENDEAVOR HEALTH ENDEAVOR HEALTH 401(K) PLAN |
EVANSTON IL |
| 28,506 |
| $2.3B |
| $243.4M |
