Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Ishares S&P 500 Index Fd Instl in their Schedule of Assets, totaling $21.4M 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 | TEAM BRANDT, LLC TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN | SPRINGFIELD IL | 678 | $88.0M | $16.6M |
| 2 | AMERICAN SPIRIT CORPORATION ASC 401(K) RETIREMENT PLAN | EDEN PRAIRIE MN | 254 | $15.9M | $1.4M |
| 3 | M&R PRINTING EQUIPMENT, INC. M&R PRINTING EQUIPMENT, INC. & SUBSIDIARIES PROFIT SHARING & 401(K) PLAN |
ROSELLE IL |
| 324 |
| $20.5M |
| $1.2M |
| 4 | SOMERSET PEDIATRIC GROUP, LLC SOMERSET PEDIATRIC GROUP PROFIT SHARING PLAN | RARITAN NJ | 221 | $21.0M | $1.1M |
| 5 | KELLEY AUTOMOTIVE GROUP, LLC KELLEY AUTOMOTIVE GROUP, LLC 401(K) PLAN | FORT WAYNE IN | 585 | $28.0M | $796K |
| 6 | GREAT LAKES WINE AND SPIRITS, LLC GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 1038 | HIGHLAND PARK MI | 353 | $13.3M | $297K |
