Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding ISHARES S&P 500 INDEX FD A GM MUTUAL FUNDS in their Schedule of Assets, totaling $4.2M 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 | SPECIALTY STEEL TREATING, INC. TAX DEFERRED SAVINGS & PROFIT SHARING PLAN OF SPECIALTY STEEL TREATING, INC. | FRASER MI | 201 | $22.4M | $2.2M |
| 2 | PER MAR SECURITY & RESEARCH CORPORATION PER MAR SECURITY AND RESEARCH CORP. 401(K) PLAN | DAVENPORT IA | 2,631 | $36.8M | $2.0M |