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 Fund Class K Mutual funds in their Schedule of Assets, totaling $15.6M 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 | AMELIA US LLC AMELIA US 401(K) PLAN | NEW YORK NY | 147 | $63.9M | $6.1M |
| 2 | AMELIA US LLC AMELIA US 401(K) PLAN | NEW YORK NY | 147 | $63.9M | $6.1M |
| 3 | MURPHY COMPANY MURPHY COMPANY 401(K) RETIREMENT PLAN | EUGENE OR |
| 880 |
| $34.7M |
| $1.6M |
| 4 | SPEAR PHYSICAL THERAPY PLLC SPEAR PHYSICAL THERAPY PLLC 401(K) PLAN | NEW YORK NY | 889 | $15.3M | $942K |
| 5 | SIDESHOW INC. SIDESHOW INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 156 | $15.9M | $519K |
| 6 | BOYDS, L.P. BOYDS, L.P. 401(K) & PROFIT SHARING PLAN | PHILADELPHIA PA | 111 | $7.6M | $369K |