Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Blackrock S&P 500 Index VI in their Schedule of Assets, totaling $4.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $2.4M |
| 2 | CLEARCAPITAL.COM, INC. CLEARCAPITAL 401(K) PLAN | RENO NV | 288 | $33.2M | $2.2M |
| 3 | VAN WERT COUNTY HOSPITAL ASSOCIATION VAN WERT COUNTY HOSPITAL - TAX DEFERRED 403(B) PLAN |
VAN WERT OH |
| 281 |
| $14.4M |
| $2K |