Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Black Rock iShares S&P 500 Index K in their Schedule of Assets, totaling $3.7M 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 | NEXGEN DATA SYSTEMS, INC. NEXGEN DATA SYSTEMS 401(K) PLAN | GOOSE CREEK SC | 226 | $22.8M | $3.5M |
| 2 | LEGACY, LLC LEGACY, LLC 401(K) PLAN | MILFORD MI | 140 | $4.9M | $288K |
