Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding IS S&P 500 IDX A in their Schedule of Assets, totaling $7.5M 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 | OAKS CLUB ROOM OAKS 401(K) PLAN AND TRUST | EMERYVILLE CA | 165 | $26.5M | $5.5M |
| 2 | ELSA LLC ELSA LLC 401(K) SAVINGS AND PROFIT SHARING RETIREMENT PLAN | ELWOOD IN | 770 | $32.2M | $1.2M |
| 3 | K & M INTERNATIONAL, INC. K & M INTERNATIONAL, INC. 401(K) RETIREMENT PLAN |
INDEPENDENCE OH |
| 101 |
| $8.2M |
| $821K |