Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding iShares S&P 500 Index Fd Cl K in their Schedule of Assets, totaling $46.4M 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 | EXACTECH, INC. EXACTECH, INC. 401(K) PROFIT SHARING PLAN | GAINESVILLE FL | 557 | $70.0M | $14.9M |
| 2 | ATALCO GRAMERCY, LLC ATALCO LLC EMPLOYEE SAVINGS PLAN | GRAMERCY LA | 520 | $63.1M | $14.5M |
| 3 | NATIONAL RESTAURANT ASSOCIATION NATIONAL RESTAURANT ASSOCIATION SAVINGS & INVESTMENT PLAN |
WASHINGTON DC |
| 352 |
| $70.7M |
| $8.2M |
| 4 | LANDESBANK HESSEN-THURINGEN GIROZENTRALE LANDESBANK HESSEN-THURINGEN GIROZENTRALE - NEW YORK BRANCH 401(K) PLAN & TRUST | NEW YORK NY | 95 | $74.9M | $2.2M |
| 5 | HERC-U-LIFT, INC. HERC-U-LIFT, INC. PROFIT SHARING SAVINGS FOR RETIREMENT PLAN | MAPLE PLAIN MN | 219 | $21.7M | $1.9M |
| 6 | ENV SERVICES, INC. ENV 401K PLAN | HATFIELD PA | 149 | $14.1M | $1.8M |
| 7 | HAMRICKS, INC. HAMRICKS CORPORATION 401(K) RETIREMENT PLAN | GAFFNEY SC | 559 | $11.2M | $1.1M |
| 8 | PLUMBERS & PIPEFITTERS LOCAL 760 SAVINGS AND INVESTMENT PLAN PLUMBERS & PIPEFITTERS LOCAL 760 SAVINGS AND INVESTMENT PLAN | MUSCLE SHOALS AL | 1,444 | $68.2M | $803K |
| 9 | LANE AUTOMOTIVE INC. LANE AUTOMOTIVE INC. PROFIT SHARING / 401(K) PLAN | WATERVLIET MI | 441 | $27.7M | $653K |
| 10 | MADDEN CONTRACTING COMPANY, LLC MADDEN CONTRACTING 401(K) PLAN | SIBLEY LA | 827 | $30.2M | $255K |
