Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding iShares S&P 500 Growth ETF " in their Schedule of Assets, totaling $6.2M 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 | POPLI, ARCHITECTURE ENGINEERING & L.S. D.P.C. POPLI, ARCHITECTURE ENGINEERING & L.S. D.P.C. SAVINGS AND INVESTMENT PLAN | PENFIELD NY | 191 | $16.6M | $2.8M |
| 2 | LEISTRITZ ADVANCED TECHNOLOGIES CORP. LEISTRITZ ADVANCED TECHNOLOGIES CORP. RETIREMENT PLAN | ALLENDALE NJ | 0 | $17.2M | $1.6M |
| 3 | AMERICAN GUILD OF VARIETY ARTISTS WELFARE TRUST FUND |
NEW YORK NY |
| 232 |
| $14.0M |
| $757K |
| 4 | FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE IN | 332 | $63.5M | $396K |
| 5 | PRECISION VALVE NORTH AMERICA, INC. PRECISION VALVE NORTH AMERICA, INC. PENSION PLAN | TRAVELERS REST SC | 12 | $3.8M | $297K |
| 6 | B S K ASSOCIATES B S K ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | FRESNO CA | 169 | $19.9M | $172K |
| 7 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $74K |
| 8 | WHARF & DOCKBUILDERS & PILE DRIVERS WHARF & DOCKBUILDERS & PILE DRIVERS LOCAL UNION NO. 179 LEGAL SERVICES FUND | PHILADELPHIA PA | 298 | $435K | $43K |
| 9 | FIDUCIARY WISE, LLC FBO MEDICINE CREEK ENTERPRISE CORPORATION MAKE SENSE 401K FIDUCIARY WISE, LLC | GILBERT AZ | 289 | $2.4M | $31K |
| 10 | GRAND RAPIDS CHRISTIAN SCHOOLS GRAND RAPIDS CHRISTIAN SCHOOLS 403(B) TAX SHELTERED ANNUITY PLAN | GRAND RAPIDS MI | 184 | $10.0M | $1K |
