Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding iShares S&P 500 Index Fund K " in their Schedule of Assets, totaling $83.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MAGIC LEAP, INC. MAGIC LEAP INC. 401(K) PLAN | PLANTATION FL | 903 | $183.9M | $38.3M |
| 2 | CHARLOTTE COUNTRY DAY SCHOOL CHARLOTTE COUNTRY DAY SCHOOL RETIREMENT PLAN | CHARLOTTE NC | 427 | $91.0M | $6.9M |
| 3 | TRUSTEES OF HAMPSHIRE COLLEGE HAMPSHIRE COLLEGE 403(B) RETIREMENT PLAN |
AMHERST MA |
| 258 |
| $160.5M |
| $6.4M |
| 4 | NVISION EYE CENTERS, LLC NVISION EYE CENTERS 401(K) PLAN | ALISO VIEJO CA | 1,365 | $29.0M | $5.8M |
| 5 | FRANKLIN W. OLIN COLLEGE OF ENGINEERING FRANKLIN W. OLIN COLLEGE OF ENGINEERING 403(B) RETIREMENT PLAN | NEEDHAM MA | 139 | $69.2M | $4.8M |
| 6 | ATLANTIC GENERAL HOSPITAL CORP ATLANTIC GENERAL HOSPITAL CORPORATION TAX DEFERRED | BERLIN MD | 853 | $72.3M | $4.4M |
| 7 | PENNY PUBLICATIONS, LLC PENNY PUBLICATIONS, LLC 401(K) PLAN | NORWALK CT | 129 | $20.7M | $3.3M |
| 8 | ZENO MANAGEMENT, INC. ZENO MANAGEMENT, INC. 401(K) PLAN | SAN DIEGO CA | 106 | $25.0M | $3.1M |
| 9 | WESCON CONTROLS, LLC WESCON CONTROLS, LLC 401(K) PLAN | WICHITA KS | 136 | $14.9M | $3.1M |
| 10 | UNITED HEATING AND COOLING INCORPORATED UNITED HEATING AND COOLING 401 K PLAN | GRANDVIEW MO | 177 | $9.1M | $2.3M |
