Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding iShares iShares S&P 500 Index K # in their Schedule of Assets, totaling $167.9M 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 | ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN | NEW YORK NY | 884 | $309.6M | $63.5M |
| 2 | HARDESTY & HANOVER HOLDING,LLC HARDESTY & HANOVER EMPLOYEES' 401(K) PROFIT SHARING PLAN | NEW YORK NY | 633 | $138.5M | $14.5M |
| 3 | BURRTEC WASTE INDUSTRIES, INC. |
FONTANA CA |
| 1,769 |
| $163.4M |
| $6.4M |
| 4 | GTE FEDERAL CREDIT UNION GTE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | TAMPA FL | 525 | $61.3M | $5.8M |
| 5 | UTILITIES INTERNATIONAL, INC. UTILITIES INTERNATIONAL, INC. 401(K) RETIREMENT PLAN | CHICAGO IL | 148 | $25.4M | $5.7M |
| 6 | OBXTEK, INC. OBXTEK, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 325 | $34.3M | $5.4M |
| 7 | PECO PALLET INC. PECO PALLET INC. 401(K) PLAN | IRVINGTON NY | 456 | $23.3M | $4.7M |
| 8 | CIVISTA BANCSHARES, INC. SAVINGS AND RETIREMENT PLAN FOR CIVISTA BANCSHARES, INC. AND AFFILIATES | SANDUSKY OH | 521 | $65.3M | $4.5M |
| 9 | DANIEL RP MANAGEMENT, LLC DANIEL RP MANAGEMENT, LLC 401(K) PLAN | GREENSBORO GA | 888 | $29.5M | $4.5M |
| 10 | GRACE HEBERT CURTIS ARCHITECTS, LLC GRACE HEBERT CURTIS ARCHITECTS, LLC | BATON ROUGE LA | 390 | $29.3M | $3.7M |
