Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding iShares S&P 500 Index FD INSTL Mutual Funds in their Schedule of Assets, totaling $136.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MIDLAND PAPER COMPANY MIDLAND PAPER COMPANY 401(K) PLAN AND TRUST | WHEELING IL | 819 | $105.7M | $18.2M |
| 2 | TRANSCAT, INC. TRANSCAT, INC. LONG-TERM SAVINGS AND DEFERRED PS PLAN | ROCHESTER NY | 981 | $60.5M | $10.2M |
| 3 | RIEMER & BRAUNSTEIN LLP RIEMER & BRAUNSTEIN LLP 401K AND PROFIT SHARING PLAN |
BOSTON MA |
| 146 |
| $87.6M |
| $9.7M |
| 4 | MCNAUGHTON MCKAY ELECTRIC COMPANY MCNAUGHTON MCKAY ELECTRIC CO. 401(K) & PROFIT SHARING PLAN | MADISON HEIGHTS MI | 1,604 | $165.5M | $8.2M |
| 5 | INCOE CORPORATION THE INCOE CORPORATION PLAN | AUBURN HILLS MI | 171 | $24.9M | $8.0M |
| 6 | UPSTAGING, INC. UPSTAGING, INC. 401(K) SAVINGS PLAN | SYCAMORE IL | 513 | $37.1M | $7.7M |
| 7 | DIRECT CHASSISLINK, INC. DIRECT CHASSISLINK, INC. 401(K) SAVINGS PLAN | CHARLOTTE NC | 789 | $44.2M | $5.8M |
| 8 | MCHUGH ENTERPRISES, INC. MCHUGH ENTERPRISES, INC. 401(K) PLAN | CHICAGO IL | 146 | $31.7M | $5.5M |
| 9 | BAYTEX ENERGY USA, INC. BAYTEX ENERGY USA, INC. 401K PLAN | HOUSTON TX | 143 | $22.0M | $4.8M |
| 10 | FORD COMPONENT SALES, LLC FORD COMPONENT SALES, LLC EMPLOYEE SAVINGS PLAN | DEARBORN MI | 116 | $52.0M | $4.4M |
