Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Ishares S&P 500 Index FD CL K Mutual Funds in their Schedule of Assets, totaling $184.7M 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 | DEL MONTE FRESH PRODUCE COMPANY DEL MONTE FRESH PRODUCE COMPANY INCENTIVE SAVINGS & SECURITY PLAN | CORAL GABLES FL | 1,055 | $92.4M | $19.1M |
| 2 | DOVENMUEHLE MORTGAGE, INC. DOVENMUEHLE MORTGAGE, INC. SAVINGS AND RETIREMENT PLAN | LAKE ZURICH IL | 2,116 | $64.1M | $17.2M |
| 3 | SORENSON COMMUNICATIONS LLC. |
SALT LAKE CITY UT |
| 6,108 |
| $316.5M |
| $14.9M |
| 4 | MCGARD LLC L . D. MCCAULEY/MCGARD RETIREMENT PLAN | ORCHARD PARK NY | 638 | $58.9M | $14.4M |
| 5 | BASTION TECHNOLOGIES, INC. BASTION TECHNOLOGIES 401(K) PLAN | HOUSTON TX | 565 | $74.5M | $11.3M |
| 6 | RG5 LLC RG5 LLC 401K PLAN | FAIRFAX VA | 74 | $33.8M | $8.9M |
| 7 | LTC GLOBAL, INC. LTC GLOBAL, INC. 401(K) PLAN | FORT MYERS FL | 264 | $30.0M | $6.8M |
| 8 | KTH PARTS INDUSTRIES, INC. KTH PARTS INDUSTRIES, INC. 401(K) SAVINGS PLAN | ST. PARIS OH | 697 | $63.7M | $6.5M |
| 9 | WORLDWIDE TECHSERVICES, LLC WORLDWIDE TECHSERVICES RETIREMENT SAVINGS PLAN | NORTH BILLERICA MA | 1,035 | $45.7M | $5.9M |
| 10 | ALAN RITCHEY, INC. ALAN RITCHEY, INC. EMPLOYEE PROFIT SHARING PLAN | VALLEY VIEW TX | 619 | $21.7M | $5.8M |
