Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares S&P 100 in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, UFCW LOCAL 555-EMPLOYERS HEALTH UFCW LOCAL 555-EMPLOYERS HEALTH TRUST | TUALATIN OR | 11,456 | $175.2M | $1.2M |
| 2 | BOARD OF TRUSTEES, HEAT AND FROST INSULATORS AND HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL 36 HEALTH TRUST | TUALATIN OR | 275 | $19.1M | $1.1M |
| 3 | CHURCH HOMES, INC., CONGREGATIONAL |
HARTFORD CT |
| 182 |
| $12.0M |
| $354K |
| 4 | RUBY TUESDAY OPERATIONS LLC MORRISON RESTAURANTS, INC. RETIREMENT PLAN | MARYVILLE TN | 1 | $3.8M | $37K |
