Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares Core S&P 500 ETF Mutual funds in their Schedule of Assets, totaling $13.5M 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 | THE MANUFACTURERS INVESTMENT CORPORATION JOHN HANCOCK EMPLOYEE WELFARE PLAN | BOSTON MA | 4,900 | $283.2M | $8.0M |
| 2 | BOARD OF TRUSTEES LOCAL 456 HEALTH & WELFARE FUND WESTCHESTER TEAMSTERS HEALTH & WELFARE FUND | ELMSFORD NY | 868 | $12.9M | $4.0M |
| 3 | E & A MARKETS, INC. |
WESTERLY RI |
| 150 |
| $13.2M |
| $1.5M |
| 4 | ROOFTOP CINEMA CLUB INC ROOFTOP CINEMA CLUB INC 401(K) PLAN | MARINA DEL REY CA | 102 | $321K | $47K |