Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding iShares S&P 500 Index Fund K Registered investment company in their Schedule of Assets, totaling $23.0M 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 | ARIAT INTERNATIONAL, INC. ARIAT INTERNATIONAL 401(K) PLAN | SAN LEANDRO CA | 1,036 | $99.0M | $7.9M |
| 2 | WHEATON COLLEGE WHEATON COLLEGE RETIREMENT PLAN | NORTON MA | 593 | $213.5M | $6.4M |
| 3 | THE COOPER UNION FOR THE ADVANCEMENT OF SCIENCE AND ART THE COOPER UNION DEFINED CONTRIBUTION RETIREMENT PLAN |
NEW YORK NY |
| 332 |
| $155.7M |
| $3.3M |
| 4 | ROGERS JEWELRY COMPANY ROGERS JEWELRY 401K PLAN | MODESTO CA | 95 | $11.4M | $2.1M |
| 5 | RAMSEY AUTO GROUP RAMSEY AUTO GROUP 401(K) SAVINGS PLAN | RAMSEY NJ | 436 | $17.9M | $1.7M |
| 6 | IMPAC MORTGAGE HOLDINGS, INC. THE IMPAC MORTGAGE CORP. 401(K) SAVINGS PLAN | NEWPORT BEACH CA | 42 | $21.7M | $667K |
| 7 | CASCADE WOOD PRODUCTS, INC. CASCADE WOOD PRODUCTS, INC. 401K PLAN | WHITE CITY OR | 106 | $10.9M | $404K |
| 8 | OREGON SCREEN IMPRESSIONS, INC. OREGON SCREEN IMPRESSIONS, INC. EMPLOYEES' 401K) | PORTLAND OR | 87 | $5.9M | $177K |
| 9 | FACULTY-STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO RETIREMENT PLAN FOR SPECIFIED EMPLOYEES OF THE FACULTY-STUDENT ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO, INC. | BUFFALO NY | 49 | $10.6M | $160K |
| 10 | FACULTY-STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO TAX DEFERRED ANNUITY PLAN OF FACULTY-STUDENT ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO, INC. | BUFFALO NY | 56 | $4.9M | $81K |
