Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding iShares iShares Core S&P 500 ETF in their Schedule of Assets, totaling $31.3M 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 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $12.2M |
| 2 | THE ART INSTITUTE OF CHICAGO THE ART INSTITUTE OF CHICAGO PENSION PLAN | CHICAGO IL | 164 | $123.9M | $8.0M |
| 3 | ODFJELL HOLDINGS US INC. ODFJELL HOLDINGS (US) INC. DEFINED BENEFIT PLAN |
HOUSTON TX |
| 172 |
| $24.2M |
| $6.6M |
| 4 | BEAR RIVER MUTUAL INSURANCE COMPANY BEAR RIVER MUTUAL INSURANCE COMPANY PROFIT SHARING PLAN 401(K) | MURRAY UT | 171 | $18.4M | $1.3M |
| 5 | SNELL & WILMER L.L.P. SNELL & WILMER L.L.P. RETIREMENT PLAN FOR PARTNERS | PHOENIX AZ | 231 | $25.1M | $1.2M |
| 6 | LARITECH, INC. RETIREMENT INCOME SECURITY PLAN-LARITECH, INC. | MOORPARK CA | 128 | $6.1M | $695K |
| 7 | UTILITY SUPPLY AND CONSTRUCTION COMPANY UTILITY SUPPLY AND CONSTRUCTION COMPANY SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | REED CITY MI | 379 | $41.7M | $687K |
| 8 | TEXAS MEDICAL LIABILITY TRUST TEXAS MEDICAL LIABILITY TRUST CASH BALANCE PLAN | AUSTIN TX | 118 | $6.8M | $530K |
| 9 | MONTEREY PACIFIC, LLC MONTEREY PACIFIC, LLC RETIREMENT PLAN | SOLEDAD CA | 245 | $8.9M | $84K |
