Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding iShares iShares S&P 500 Index - in their Schedule of Assets, totaling $7.7M 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 | RAF INDUSTRIES, INC. RAF INDUSTRIES, INC. SAVINGS PLAN | BALA CYNWYD PA | 911 | $58.9M | $3.3M |
| 2 | WELIA HEALTH WELIA HEALTH 401(K) RETIREMENT SAVINGS PLAN | MORA MN | 593 | $26.6M | $1.6M |
| 3 | DETROIT SYMPHONY ORCHESTRA, INC. DETROIT SYMPHONY ORCHESTRA, INC. NON-MUSICIANS' TAX DEFERRED ACCOUNT PLAN |
DETROIT MI |
| 94 |
| $5.2M |
| $695K |
| 4 | OLIVER TECHNOLOGIES, INC. OLIVER TECHNOLOGIES, INC. 401K PLAN | HOHENWALD TN | 249 | $10.3M | $610K |
| 5 | SOUTHWEST FLORIDA RETIREMENT CENTER INC DBA VILLAGE ON THE ISLE VILLAGE ON THE ISLE RETIREMENT PLAN | VENICE FL | 269 | $4.4M | $537K |
| 6 | TRULY NOLEN OF AMERICA, INC. TRULY NOLEN OF AMERICA, INC. PROFIT SHARING AND SAVINGS PLAN | TUCSON AZ | 828 | $43.0M | $436K |
| 7 | PEACOCK AUTOMOTIVE, LLC PEACOCK AUTOMOTIVE, LLC 401(K) PLAN | MAITLAND FL | 43 | $3.8M | $311K |
| 8 | ORW USA, INC. ORW USA 401(K) PLAN | GARDENA CA | 484 | $4.5M | $168K |
| 9 | FERCHE MILLWORK, INC. FERCHE MILLWORK, INC. SAVINGS PLAN | RICE MN | 106 | $13.8M | $35K |
