Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Ishares S&P 500 Index CL K GM Mutual Funds in their Schedule of Assets, totaling $80.5M 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 | SORENSON COMMUNICATIONS LLC. SORENSON COMMUNICATIONS, LLC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 6,108 | $316.5M | $31.8M |
| 2 | ERNST ENTERPRISES, INC. ERNST ENTERPRISES RETIREMENT SAVINGS PLAN | VANDALIA OH | 1,123 | $122.0M | $6.8M |
| 3 | TRY-IT DISTRIBUTING COMPANY, INC |
LANCASTER NY |
| 641 |
| $47.9M |
| $6.5M |
| 4 | FLORIDA EAST COAST INDUSTRIES, LLC FLORIDA EAST COAST INDUSTRIES, LLC SALARY DEFERRAL PLAN | MIAMI FL | 570 | $47.2M | $5.3M |
| 5 | DEL MONTE FRESH PRODUCE COMPANY DEL MONTE FRESH PRODUCE COMPANY INCENTIVE SAVINGS & SECURITY PLAN | CORAL GABLES FL | 1,055 | $92.4M | $4.2M |
| 6 | KTH PARTS INDUSTRIES, INC. KTH PARTS INDUSTRIES, INC. 401(K) SAVINGS PLAN | ST. PARIS OH | 697 | $63.7M | $2.5M |
| 7 | YPO, INC. YPO, INC. 401(K) PLAN & TRUST | IRVING TX | 277 | $32.0M | $2.4M |
| 8 | AG LEADER TECHNOLOGY, INC. AG LEADER TECHNOLOGY, INC. 401(K) PLAN | AMES IA | 287 | $50.1M | $2.3M |
| 9 | MICROWORKS AMERICA, INC. SK MICROWORKS AMERICA, INC. 401(K) PROFIT SHARING PLAN | COVINGTON GA | 174 | $34.4M | $2.1M |
| 10 | ECONTROLS, LLC ECONTROLS, LLC 401K PROFIT SHARING PLAN | SAN ANTONIO TX | 490 | $54.1M | $2.1M |
