Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding iShares S&P 500 Index Fund K Mutual fund in their Schedule of Assets, totaling $61.0M 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 | THE HARKER SCHOOL THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN | SAN JOSE CA | 784 | $68.2M | $17.0M |
| 2 | LABCONCO CORPORATION LABCONCO CORPORATION PROFIT SHARING PLAN | KANSAS CITY MO | 229 | $61.9M | $15.8M |
| 3 | SIOUX CHIEF MANUFACTURING COMPANY, INC. SIOUX CHIEF 401(K) PROFIT SHARING PLAN |
KANSAS CITY MO |
| 534 |
| $46.8M |
| $13.2M |
| 4 | PRECISION DRILLING (US) CORPORATION PRECISION DRILLING (US) CORPORATION 401(K) PLAN | HOUSTON TX | 1,290 | $86.1M | $7.1M |
| 5 | SIGNAL HILL PETROLEUM, INC. SIGNAL HILL PETROLEUM, INC. 401(K) EMPLOYEE SAVINGS PLAN | SIGNAL HILL CA | 112 | $27.6M | $2.6M |
| 6 | NEW YORK FILM ACADEMY, LTD. NEW YORK FILM ACADEMY, LTD 401K PROFIT SHARING | NEW YORK NY | 1,084 | $15.8M | $1.8M |
| 7 | R3 STRATEGIC SUPPORT GROUP, INC. R3 STRATEGIC SUPPORT GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 198 | $14.0M | $1.2M |
| 8 | LARKIN COMMUNITY HOSPITAL, INC. LARKIN COMMUNITY HOSPITAL 401(K) PLAN | SOUTH MIAMI FL | 1,772 | $16.8M | $898K |
| 9 | LEONARD HOLDING COMPANY LEONARD HOLDING COMPANY 401(K) PLAN | SAN ANTONIO TX | 473 | $18.5M | $528K |
| 10 | LABCONCO CORPORATION LABCONCO CORP PROFIT SHARING RETIREMENT PLAN - KC HOURLY EMPLOYEES | KANSAS CITY MO | 103 | $4.7M | $467K |
