Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares iShares S&P 500 Index Fd K ^ in their Schedule of Assets, totaling $6.9M 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 | SEAPORT GLOBAL HOLDINGS, LLC SEAPORT GLOBAL HOLDINGS, LLC 401(K) PLAN | NEW YORK NY | 236 | $41.6M | $3.9M |
| 2 | STELLARTECH RESEARCH CORP. SRC 401(K) PLAN | MILPITAS CA | 103 | $15.1M | $2.4M |
| 3 | SPECS FAMILY PARTNERS, LTD. SPEC'S FAMILY PARTNERS RETIREMENT PLAN |
HOUSTON TX |
| 4,359 |
| $19.0M |
| $521K |
| 4 | CEDAR HEALTH GROUP LLC CEDAR HEALTH GROUP LLC 401K PLAN | LAKEWOOD NJ | 503 | $4.6M | $79K |
