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 I in their Schedule of Assets, totaling $62.5M 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 | CHART INDUSTRIES, INC. CHART INDUSTRIES, INC. 401(K) INVESTMENT AND SAVINGS PLAN | BALL GROUND GA | 3,630 | $428.3M | $53.9M |
| 2 | VISION PARTNERS LLC VISION PARTNERS LLC 401(K) PROFIT SHARING PLAN | BOCA RATON FL | 681 | $50.9M | $6.9M |
| 3 | RCS CORPORATION RCS CORPORATION 401(K) RETIREMENT PLAN |
CHARLOTTE NC |
| 91 |
| $5.3M |
| $1.1M |
| 4 | RONPAK, INC. RONPAK 401K PROFIT SHARING PLAN | SHREVEPORT LA | 446 | $4.8M | $655K |
