Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding ISHARES S&P 500 INDEX FD INSTL in their Schedule of Assets, totaling $2.2M 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 | SOMERSET PEDIATRIC GROUP, LLC SOMERSET PEDIATRIC GROUP PROFIT SHARING PLAN | RARITAN NJ | 221 | $21.0M | $1.1M |
| 2 | KELLEY AUTOMOTIVE GROUP, LLC KELLEY AUTOMOTIVE GROUP, LLC 401(K) PLAN | FORT WAYNE IN | 585 | $28.0M | $796K |
| 3 | GREAT LAKES WINE AND SPIRITS, LLC |
HIGHLAND PARK MI |
| 353 |
| $13.3M |
| $297K |
