Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Spartan 500 Index Pool** in their Schedule of Assets, totaling $376.8M 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 | CLAYTON HOMES, INC. CLAYTON HOMES, INC. 401(K) RETIREMENT PLAN | MARYVILLE TN | 22,418 | $1.6B | $130.5M |
| 2 | ARMSTRONG WORLD INDUSTRIES INC SAVINGS AND INVESTMENT PLAN OF ARMSTRONG WORLD INDUSTRIES, INC. | LANCASTER PA | 2,882 | $526.2M | $95.1M |
| 3 | CENTRACARE HEALTH SYSTEM |
SAINT CLOUD MN |
| 11,676 |
| $1.2B |
| $58.2M |
| 4 | SOUTHERN STATES COOPERATIVE, INC. RETIREMENT PLAN FOR EMPLOYEES OF SOUTHERN STATES | RICHMOND VA | 267 | $194.7M | $37.0M |
| 5 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' 401(K) PLAN | HORSHAM PA | 560 | $75.1M | $24.1M |
| 6 | CAPGEMINI AMERICA INC CAPGEMINI CASH BALANCE RETIREMENT PLAN | NEW YORK NY | 44 | $103.0M | $16.7M |
| 7 | PENN MUTUAL LIFE INSURANCE COMPANY THE PENN MUTUAL RETIREMENT & SAVINGS PLAN | HORSHAM PA | 1,060 | $489.8M | $15.0M |
| 8 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' RETIREMENT PLAN | HORSHAM PA | 555 | $84.5M | $209K |
