Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 97 U.S. retirement plans report holding iShares Core S&P 500 Etf in their Schedule of Assets, totaling $466.9M 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 | PAMCAH-UA LOCAL 675 PENSION FUND PAMCAH-UA LOCAL 675 PENSION PLAN | HONOLULU HI | 1,532 | $575.0M | $105.1M |
| 2 | BOARD OF TRUSTEES OF PAMCAH-UA LOCAL 675 ANNUITY FUND PAMCAH-UA LOCAL 675 ANNUITY PLAN | HONOLULU HI | 1,504 | $349.0M | $61.0M |
| 3 | COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA |
FRESNO CA |
| 2,859 |
| $277.6M |
| $55.8M |
| 4 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $41.4M |
| 5 | AMERICAN BUREAU OF SHIPPING AMERICAN BUREAU OF SHIPPING RETIREE HEALTH & WELFARE PLAN | SPRING TX | 350 | $119.1M | $31.8M |
| 6 | BOARD OF TRUSTEES, SACRAMENTO AREA ELECTRICAL WORKERS SACRAMENTO AREA ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND | ALAMEDA CA | 1,532 | $70.0M | $21.4M |
| 7 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS RETIREMENT PLAN | ATLANTA GA | 39,297 | $21.2B | $21.1M |
| 8 | ALSTON & BIRD LLP A&B ENHANCED PARTNER CASH BALANCE PENSION PLAN | ATLANTA GA | 368 | $144.8M | $15.5M |
| 9 | BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLAN UPS/IBT FULL-TIME EMPLOYEE PENSION PLAN | ATLANTA GA | 68,290 | $12.2B | $11.7M |
| 10 | BOARD OF TRUSTEES LOCAL 456 MUNICIPAL WELFARE FUND TEAMSTERS LOCAL 456 MUNICIPAL EMPLOYEES WELFARE FUND | ELMSFORD NY | 1,559 | $29.7M | $10.6M |
