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 Institutional Shares - in their Schedule of Assets, totaling $40.5M 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 | BANDWIDTH INC. BANDWIDTH INC. 401(K) PROFIT SHARING AND TRUST | RALEIGH NC | 871 | $107.9M | $20.4M |
| 2 | BRIGHTON HEALTH PLAN SOLUTIONS, LLC BRIGHTON HEALTH PLAN SOLUTIONS, LLC 401(K) RETIREMENT PLAN | WESTBURY NY | 520 | $51.9M | $8.6M |
| 3 | INCOE CORPORATION THE INCOE CORPORATION PLAN |
AUBURN HILLS MI |
| 171 |
| $24.9M |
| $8.0M |
| 4 | E & E MANUFACTURING COMPANY, INC. E & E MANUFACTURING COMPANY, INC. 401(K) PLAN | PLYMOUTH MI | 637 | $31.5M | $2.4M |
| 5 | DIEMOLDING CORPORATION DIEMOLDING CORPORATION EMPLOYEES' 401(K) BENEFIT PLAN | WAMPSVILLE NY | 84 | $9.3M | $671K |
| 6 | THE TIRE GUYS, INC. THE TIRE GUYS 401(K) PLAN | BILLINGS MT | 271 | $13.9M | $387K |
