Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding ishares S&P 500 Index Fund Class K Mutual fund in their Schedule of Assets, totaling $113.1M 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 | STONEX GROUP INC. STONEX GROUP INC. 401(K) PLAN | KANSAS CITY MO | 1,824 | $309.2M | $37.2M |
| 2 | CHOCTAW NATION OF OKLAHOMA CHOCTAW NATION OF OKLAHOMA THRIFT PLAN | DURANT OK | 13,025 | $424.7M | $31.7M |
| 3 | MESA AIR GROUP INC MESA AIR GROUP INC 401K PLAN |
PHOENIX AZ |
| 1,733 |
| $109.9M |
| $15.3M |
| 4 | TEVA PR LLC TEVA PR LLC SAVINGS PLAN | PARSIPPANY NJ | 74 | $34.4M | $8.0M |
| 5 | SKYWARD SERVICE GROUP SKYWARD SPECIALITY INSURANCE GROUP 401(K) PLAN | HOUSTON TX | 584 | $54.9M | $7.0M |
| 6 | AWEBER SYSTEMS, INC. AWEBER SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | CHALFONT PA | 65 | $17.7M | $3.5M |
| 7 | WM. T. BURNETT HOLDING LLC WM. T. BURNETT 401(K) RETIREMENT PLAN | BALTIMORE MD | 381 | $25.7M | $2.1M |
| 8 | HAYES MEDICAL STAFFING, LLC HAYES MEDICAL STAFFING LLC 401(K) PROFIT SHARING PLAN & TRUST | FORT LAUDERDALE FL | 268 | $11.2M | $1.8M |
| 9 | LAZY DOG RESTAURANTS, LLC LAZY DOG 401(K) PLAN | NEWPORT BEACH CA | 9,266 | $9.3M | $1.6M |
| 10 | CHERRY TREE DENTAL LLC CHERRY TREE DENTAL LLC 401(K) PROFIT SHARING PLAN & TRUST | MADISON WI | 300 | $10.4M | $1.3M |
