Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares S&P 500 Index, Class K in their Schedule of Assets, totaling $40.6M 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 | AAA COOPER TRANSPORTATION AAA COOPER TRANSPORTATION EMPLOYEES' 401(K) PROFIT SHARING PLAN | DOTHAN AL | 5,236 | $276.4M | $33.5M |
| 2 | CITY MILL COMPANY, LIMITED CITY MILL COMPANY, LIMITED PROFIT SHARING 401(K) PLAN | HONOLULU HI | 212 | $13.6M | $2.4M |
| 3 | BATTERIES PLUS, LLC |
HARTLAND WI |
| 1,015 |
| $41.1M |
| $2.3M |
| 4 | CASCADE DIE CASTING GROUP, INC. CASCADE DIE CASTING GROUP EMPLOYEES 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 322 | $11.1M | $1.7M |
| 5 | AVANTS OPERATIONS, LLC AVANTS OPERATIONS, LLC 401(K) PLAN | ATHENS GA | 268 | $4.0M | $779K |
