Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares Ishares S&P 500 Index FD CL K in their Schedule of Assets, totaling $249.3M 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 | FORMOSA PLASTICS CORPORATION, U.S.A FORMOSA PLASTICS CORPORATION EMPLOYEES SAVINGS PLAN | LIVINGSTON NJ | 3,659 | $917.9M | $128.4M |
| 2 | INTEPLAST GROUP CORPORATION INTEPLAST GROUP CORPORATION EMPLOYEES SAVINGS PLAN | LIVINGSTON NJ | 4,547 | $373.6M | $48.0M |
| 3 | LIONS GATE ENTERTAINMENT, INC. |
SANTA MONICA CA |
| 1,402 |
| $302.1M |
| $36.8M |
| 4 | DUNN INVESTMENT COMPANY DUNN INVESTMENT COMPANY 401(K) PLAN | BIRMINGHAM AL | 2,030 | $94.7M | $21.6M |
| 5 | NAN YA PLASTICS CORPORATION, AMERICA NAN YA PLASTICS CORPORATION, AMERICA EMPLOYEES SAVINGS PLAN | LIVINGSTON NJ | 879 | $101.2M | $14.4M |
