Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding iShares S&P 500 Index Fund " in their Schedule of Assets, totaling $222.1M 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 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $35.0M |
| 2 | HIGH POINT UNIVERSITY HIGH POINT UNIVERSITY RETIREMENT PLAN | HIGH POINT NC | 1,082 | $155.6M | $32.4M |
| 3 | SISECAM CHEMICALS RESOURCES LLC |
ATLANTA GA |
| 542 |
| $114.6M |
| $25.0M |
| 4 | HEAVEN HILL DISTILLERIES, INC. HEAVEN HILL DISTILLERIES, INC. SAVINGS AND RETIREMENT PLAN FOR SALARIED EMPLOYEES | BARDSTOWN KY | 724 | $65.2M | $12.6M |
| 5 | PRESENCE MARKETING, LLC PRESENCE MARKETING, LLC RETIREMENT PLAN | SOUTH BARRINGTON IL | 430 | $55.5M | $8.7M |
| 6 | KISS NAIL PRODUCTS, INC. KISS NAIL PRODUCTS 401(K) PLAN | PORT WASHINGTON NY | 394 | $56.7M | $8.3M |
| 7 | CATALIS HOLDCO, INC. CATALIS HOLDCO, INC. 401(K) PLAN | ALPHARETTA GA | 790 | $50.9M | $6.4M |
| 8 | SMALLEY STEEL RING CO SMALLEY USA 401K RETIREMENT SAVINGS PLAN | LAKE ZURICH IL | 558 | $98.9M | $5.9M |
| 9 | SHARED SERVICES, LLC SHARED SERVICES 401(K) PLAN | CINCINNATI OH | 149 | $20.7M | $5.8M |
| 10 | TOWER HILL INSURANCE GROUP, LLC TOWER HILL INSURANCE GROUP, LLC 401(K) PLAN | GAINESVILLE FL | 626 | $73.9M | $5.8M |
