Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding iShares S&P 500 Index Fund Class K " in their Schedule of Assets, totaling $148.5M 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 | ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE ADVENTHEALTH CONSOLIDATED ERISA 401(A) PLAN | ALTAMONTE SPRINGS FL | 3,853 | $332.4M | $42.4M |
| 2 | MERCALIS INC MERCALIS INC. 401(K) PROFIT PLAN AND TRUST | MORRISVILLE NC | 1,309 | $69.2M | $14.0M |
| 3 | BUSINESSOLVER.COM, INC. BUSINESSOLVER 401-K PLAN |
WEST DES MOINES IA |
| 1,416 |
| $95.8M |
| $10.8M |
| 4 | DIGITAL PROSPECTORS CORPORATION DIGITAL PROSPECTORS 401(K) RETIREMENT PLAN | EXETER NH | 315 | $36.4M | $8.1M |
| 5 | BLANCHARD MACHINERY COMPANY, A SOUTH CAROLINA CORPORATION BLANCHARD MACHINERY COMPANY 401(K) PROFIT SHARING PLAN | WEST COLUMBIA SC | 797 | $75.2M | $7.5M |
| 6 | NNR GLOBAL LOGISTICS USA INC. NNR GLOBAL LOGISTICS USA INC. RETIREMENT PLAN | ITASCA IL | 298 | $28.8M | $7.2M |
| 7 | SAMSUNG C&T AMERICA, INC. SAMSUNG C&T AMERICA, INC. RETIREMENT SAVINGS PLAN | RIDGEFIELD PARK NJ | 439 | $29.6M | $6.9M |
| 8 | SERES THERAPEUTICS, INC. SERES THERAPEUTICS, INC. 401(K) PLAN | CAMBRIDGE MA | 106 | $39.1M | $5.7M |
| 9 | INSIGHT INVESTMENTS CORP. INSIGHT INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 285 | $46.9M | $5.4M |
| 10 | FORMAN WATKINS KRUTZ LLP FWK 401(K) PLAN | JACKSON MS | 130 | $26.1M | $4.6M |
