Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares S&P 500 Index Fund CL K Mutual Fund n/a in their Schedule of Assets, totaling $13.2M 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 | FALLS OF NEUSE MANAGMENT LLC, A NORTH CAROLINA LLC FALLS OF NEUSE MANAGEMENT LLC 401(K) PLAN | RALEIGH NC | 2,901 | $114.2M | $8.2M |
| 2 | ATAC ATAC TAX SHELTERED SAVINGS PLAN | SANTA CLARA CA | 67 | $51.4M | $5.0M |
