Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Stock Index Fund* in their Schedule of Assets, totaling $37.0M 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 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $15.9M |
| 2 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $3.8M |
| 3 | ADENA HEALTH SYSTEM |
CHILLICOTHE OH |
| 4,838 |
| $240.5M |
| $2.8M |
| 4 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY VALIC AGENTS AND MANAGERS RETIREMENT PLAN | HOUSTON TX | 85 | $17.2M | $2.4M |
| 5 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $2.3M |
| 6 | TOTAL EDUCATION SOLUTIONS, INC. TOTAL EDUCATION SOLUTIONS, INC. 401(K) PLAN | SOUTH PASADENA CA | 471 | $17.3M | $2.0M |
| 7 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $1.9M |
| 8 | EASTER SEALS OF GREATER HOUSTON, INC. EASTER SEALS OF GREATER HOUSTON, INC RETIREMENT PLAN | HOUSTON TX | 247 | $16.7M | $1.6M |
| 9 | CHRISTOPHER HOUSE CHRISTOPHER HOUSE TAX DEFERRED ANNUITY PLAN | CHICAGO IL | 206 | $6.0M | $1000K |
| 10 | DARTMOUTH HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $912K |
