Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares S&P 500 Index Fund Mutual Fund NR in their Schedule of Assets, totaling $6.1M 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 | PHASE2 TECHNOLOGY, LLC PHASE2 TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN AND TRUST | ARLINGTON VA | 129 | $21.1M | $5.2M |
| 2 | D'ESCOTO, INC. D'ESCOTO, INC. 401(K) PLAN | CHICAGO IL | 125 | $13.1M | $925K |
