Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Blackrock iShares S&P 500 Index Fund in their Schedule of Assets, totaling $152.1M 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 | REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) ANNUITY FUND REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) ANNUITY PLAN | WEST TRENTON NJ | 2,308 | $417.7M | $35.5M |
| 2 | PROJECT WORLDWIDE PROJECT WORLDWIDE 401(K) PLAN | AUBURN HILLS MI | 1,466 | $161.5M | $21.4M |
| 3 | SLOAN VALVE COMPANY |
FRANKLIN PARK IL |
| 868 |
| $99.8M |
| $16.4M |
| 4 | WESTERN MONTANA CLINIC, P.C. TAMARACK MANAGEMENT INC. 401K PROFIT SHARING PLAN | MISSOULA MT | 200 | $46.8M | $16.1M |
| 5 | FARMER HOLDING COMPANY, INC. MISSOURI AGGREGATES 401(K) PLAN | JEFFERSON CITY MO | 2,356 | $83.3M | $15.1M |
| 6 | JOHN B. SANFILIPPO & SON, INC. JOHN B SANFILIPPO & SON, INC. 401(K) PLAN | ELGIN IL | 1,732 | $127.1M | $15.0M |
| 7 | ORMAT TECHNOLOGIES, INC. AND SUBSIDIARIES ORMAT 401(K) PLAN | RENO NV | 703 | $79.6M | $10.0M |
| 8 | KENWAL STEEL CORPORATION KENWAL GROUP RETIREMENT SAVINGS PLAN | DEARBORN MI | 290 | $38.9M | $3.2M |
| 9 | PACKAGING MACHINERY MANUFACTURERS INSTITUTE PACKAGING MACHINERY MANUFACTURERS INSTITUTE 401(K) AND PROFIT SHARING PLAN | HERNDON VA | 119 | $42.5M | $3.2M |
| 10 | WEBER METALS, INC. WEBER METALS, INC. SAVINGS AND RETIREMENT PLAN | PARAMOUNT CA | 401 | $32.1M | $2.3M |
