Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding iShares Core S&P 500 Exchange-traded fund in their Schedule of Assets, totaling $45.2M 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 | JASPER HOLDINGS, INC. JASPER HOLDINGS, INC. 401(K) PLAN | JASPER IN | 3,973 | $357.2M | $32.4M |
| 2 | DM COMPANIES INC DM COMPANIES PS & 401(K) PLAN | TROY MI | 626 | $106.0M | $11.3M |
| 3 | NORTH CAROLINA MEDICAL SOCIETY NC MEDICAL SOCIETY EMPLOYEE BENEFIT TRUST |
RALEIGH NC |
| 6,857 |
| $25.3M |
| $476K |
| 4 | ALPINE PEDIATRICS, P.C. ALPINE PEDIATRICS, P.C. PROFIT SHARING PLAN | PLEASANT GROVE UT | 93 | $26.2M | $369K |
| 5 | MAGNESITA REFRACTORIES COMPANY PENSION PLAN FOR EMPLOYEES OF MAGNESITA REFRACTORIES COMPANY | YORK PA | 77 | $71.3M | $325K |
| 6 | IEA, INC. IEA, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DALLAS TX | 123 | $1.8M | $305K |
| 7 | ALDEN LEEDS, INC. EPSTEIN AFFILIATED COMPANIES 401(K) PENSION PLAN | KEARNY NJ | 141 | $10.1M | $28K |
| 8 | GAYLE MANUFACTURING CO., INC. GAYLE MANUFACTURING CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN | CALDWELL ID | 93 | $49.7M | $3K |
