Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Blackrock Advisors, LLC iShares S&P 500 Index K Fund in their Schedule of Assets, totaling $3.2M 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 | SOUTHWEST HUMAN DEVELOPMENT, INC. SOUTHWEST HUMAN DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN | PHOENIX AZ | 730 | $44.2M | $2.2M |
| 2 | STAHL SHEAFFER ENGINEERING, LLC STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN | STATE COLLEGE PA | 125 | $10.7M | $545K |
| 3 | NAVIGANT HOLDINGS, LLC DBA NAVIGANT MOTOR GROUP |
NORTHVILLE MI |
| 203 |
| $2.2M |
| $226K |
| 4 | LAKESHORE EMPLOYMENT INC LAKESHORE EMPLOYMENT INC 401(K) PROFIT SHARING PLAN AND TRUST | SKOKIE IL | 431 | $5.2M | $170K |
