Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding iShares Core S&P 500 ETF Exchange-traded fund in their Schedule of Assets, totaling $14.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VESTWELL HOLDINGS, INC. VESTWELL HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 441 | $23.8M | $2.3M |
| 2 | TIGER MANAGEMENT L.L.C. TIGER MANAGEMENT L.L.C. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 65 | $33.7M | $2.1M |
| 3 | JONES KNOWLES RITCHIE, INC. JONES KNOWLES RITCHIE, INC. 401K PLAN |
NEW YORK NY |
| 123 |
| $7.3M |
| $1.2M |
| 4 | NEURONETICS, INC. NEURONETICS, INC. 401(K) RETIREMENT SAVINGS PLAN | MALVERN PA | 314 | $16.3M | $1.1M |
| 5 | BAKER BOTTS L.L.P. BAKER BOTTS L.L.P. PARTNER CASH BALANCE RETIREMENT PLAN-A | HOUSTON TX | 133 | $21.4M | $1.1M |
| 6 | GREAT WESTERN MANUFACTURING COMPANY, INC. GREAT WESTERN MANUFACTURING COMPANY, INC. PROFIT SHARING 401(K) PLAN | LEAVENWORTH KS | 115 | $16.7M | $1.0M |
| 7 | BAKER BOTTS L.L.P. BAKER BOTTS L.L.P. PARTNER CASH BALANCE RETIREMENT PLAN-B | HOUSTON TX | 118 | $19.2M | $992K |
| 8 | RADIA, INC., P.S. RADIA, INC., P.S. CASH BALANCE PLAN | LYNNWOOD WA | 152 | $12.8M | $749K |
| 9 | KBF CPAS LLP KBF CPAS LLP CASH BALANCE PLAN | LAKE OSWEGO OR | 130 | $11.3M | $688K |
| 10 | TWS ACQUISITION CORPORATION STRATATECH EDUCATION GROUP 401(K) PLAN | PHOENIX AZ | 340 | $11.0M | $662K |
