Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding BlackRock iShares S&P 500 Index Fund Class K in their Schedule of Assets, totaling $28.6M 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 | BRESSLER, AMERY & ROSS P.C. BRESSLER, AMERY & ROSS P. C. 401(K) PROFIT SHARING PLAN | FLORHAM PARK NJ | 201 | $77.1M | $9.2M |
| 2 | VIDEOAMP, INC. VIDEOAMP 401(K) PLAN | LOS ANGELES CA | 291 | $35.4M | $3.5M |
| 3 | PERDUE, BRANDON, FIELDER, COLLINS AND MOTT, L.L.P. PERDUE, BRANDON, FIELDER, COLLINS AND MOTT 401(K) PLAN |
HOUSTON TX |
| 458 |
| $33.7M |
| $2.9M |
| 4 | ILLINOIS DERMATOLOGY INSTITUTE, LLC ILLINOIS DERMATOLOGY INSTITUTE, LLC 401(K) PROFIT SHARING PLAN | OAKBROOK IL | 190 | $20.6M | $2.6M |
| 5 | FLENDER CORPORATION FLENDER CORPORATION SAVINGS PLAN | ELGIN IL | 188 | $42.1M | $2.4M |
| 6 | SK GC AMERICAS INC. SK GC AMERICAS INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 106 | $9.1M | $2.4M |
| 7 | UNIPRES U.S.A., INC. UNIPRES 401(K) RETIREMENT PLAN | PORTLAND TN | 668 | $31.6M | $2.2M |
| 8 | THERM-X OF CALIFORNIA, INC. THERM-X OF CALIFORNIA 401(K) PROFIT SHARING PLAN | HAYWARD CA | 289 | $14.0M | $1.9M |
| 9 | BAHWAN CYBERTEK INC BAHWAN CYBERTEK INC 401(K) PROFIT SHARING PLAN & TRUST | NATICK MA | 142 | $8.7M | $1.1M |
| 10 | CAMBRIDGE INVESTMENT GROUP, INC. CAMBRIDGE INVESTMENT GROUP, INC. PROFIT SHARING PLAN | FAIRFIELD IA | 673 | $17.0M | $470K |
