Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding iShares Core S&P 500 ETF Exchange traded funds in their Schedule of Assets, totaling $77.3M 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 | HAWAII LABORERS' PENSION TRUST FUND HAWAII LABORERS' PENSION TRUST FUND | HONOLULU HI | 2,457 | $426.2M | $53.9M |
| 2 | GENERAL DYNAMICS CORPORATION GROUP INSURANCE & HEALTH BENEFITS FOR GENERAL DYNAMICS LAND SYSTEMS BARGAINING EMPLOYEES | RESTON VA | 0 | $261.4M | $20.5M |
| 3 | THE OREGON CLINIC, P.C. |
PORTLAND OR |
| 173 |
| $20.6M |
| $1.6M |
| 4 | ZIFFREN BRITTENHAM LLP ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 64 | $68.3M | $648K |
| 5 | SHEET METAL WORKERS LOCAL NO. 71 INDUSTRY WELFARE TRUST FUND SHEET METAL WORKERS LOCAL NO. 71 INDUSTRY WELFARE TRUST FUND | BUFFALO NY | 316 | $8.3M | $342K |
| 6 | THISTLE HEALTH INC. THISTLE HEALTH INC. 401(K) PLAN | SAN FRANCISCO CA | 676 | $2.0M | $234K |
| 7 | JAYDEV BREW INC D/B/A MORE BREWING CO MORE BREWING CO 401(K) PLAN | HUNTLEY IL | 140 | $198K | $3K |