Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding iShares S&P 500 Index A Mutual fund in their Schedule of Assets, totaling $28.1M 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 | MARSHALL FARMS GROUP LTD MARSHALL FARMS GROUP LTD 401(K) PROFIT SHARING PLAN | NORTH ROSE NY | 226 | $74.4M | $4.8M |
| 2 | NEFCO HOLDING COMPANY LLC NEFCO HOLDING COMPANY LLC 401(K) PROFIT SHARING PLAN | EAST HARTFORD CT | 1,102 | $34.2M | $3.7M |
| 3 | BBG, INC. BBG 401(K) PLAN |
DALLAS TX |
| 523 |
| $30.9M |
| $3.5M |
| 4 | EAGLE SYSTEMS, INC. EAGLE SYSTEMS INC. TAX DEFERRED SAVINGS PLAN & TRUST | CALIFORNIA MD | 256 | $44.4M | $3.3M |
| 5 | BLDG MANAGEMENT CO, INC. BLDG MANAGEMENT CO., INC. 401(K) PLAN | NEW YORK NY | 143 | $29.6M | $2.2M |
| 6 | POSTWORKS NEW YORK, LLC POSTWORKS NEW YORK, LLC 401(K) PLAN | NEW YORK NY | 109 | $17.4M | $2.2M |
| 7 | MAIN STREET PROPERTY GROUP LLC MAINSTREET, INSITE, GENCAP 401(K) PLAN | KIRKLAND WA | 123 | $9.3M | $1.9M |
| 8 | COMRISE, INC. COMRISE, INC. 401(K) PLAN | WOODBRIDGE NJ | 72 | $7.0M | $1.3M |
| 9 | CEDAR DOCUMENT TECHNOLOGIES, INC CEDAR DOCUMENT TECHNOLOGIES INC | ATLANTA GA | 0 | $0 | $1.2M |
| 10 | AMERICAN BUSINESS GROUP AMERICAN BUSINESS GROUP 401(K) PLAN | COTTAGE GROVE MN | 145 | $11.6M | $768K |
