Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding IS S&P 500 IDX K Mutual fund in their Schedule of Assets, totaling $32.7M 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 | IMPRIVATA, INC. IMPRIVATA, INC. 401(K) PLAN | WALTHAM MA | 799 | $118.8M | $14.6M |
| 2 | GREEN DOT PUBLIC SCHOOLS CALIFORNIA GREEN DOT PUBLIC SCHOOLS 401(K) PLAN | LOS ANGELES CA | 1,037 | $22.3M | $4.9M |
| 3 | PACKAGING MACHINERY MANUFACTURERS INSTITUTE PACKAGING MACHINERY MANUFACTURERS INSTITUTE 401(K) AND PROFIT SHARING PLAN |
HERNDON VA |
| 119 |
| $42.5M |
| $3.2M |
| 4 | REMCO, INC. REMCO, INC. EMPLOYEES 401(K) PLAN | MECHANICSBURG PA | 837 | $45.4M | $2.7M |
| 5 | AVIXA, INC. AVIXA SAVINGS & SALARY PLAN | FAIRFAX VA | 111 | $24.1M | $2.7M |
| 6 | SML (USA), INC. SML (USA) INC. 401(K) PLAN | SECAUCUS NJ | 121 | $13.8M | $2.3M |
| 7 | IRON GALAXY STUDIOS, LLC IRON GALAXY STUDIOS, LLC 401(K) PLAN | CHICAGO IL | 281 | $24.7M | $1.3M |
| 8 | SI EAST LLC SI EAST LLC 401(K) PLAN | CHARLOTTE NC | 152 | $10.4M | $1.0M |
