Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding iShares S&P 500 Index Fund Mutual fund in their Schedule of Assets, totaling $502.3M 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 | TRADER JOE'S COMPANY TRADER JOE'S COMPANY RETIREMENT PLAN | MONROVIA CA | 64,951 | $3.2B | $173.9M |
| 2 | QUINN EMANUEL URQUHART & SULLIVAN, LLP QUINN EMANUEL URQUHART & SULLIVAN, LLP 401(K) PLAN | LOS ANGELES CA | 860 | $432.9M | $95.8M |
| 3 | QUINN EMANUEL URQUHART & SULLIVAN, LLP |
LOS ANGELES CA |
| 833 |
| $169.6M |
| $52.1M |
| 4 | SORENSON COMMUNICATIONS LLC. SORENSON COMMUNICATIONS, LLC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 6,108 | $316.5M | $46.6M |
| 5 | E.D. & F. MAN HOLDINGS, INC. E. D. & F. MAN HOLDINGS, INC. SAVINGS & INVESTMENT PLAN | NEW ORLEANS LA | 502 | $117.0M | $22.2M |
| 6 | DECKERS OUTDOOR CORPORATION DECKERS OUTDOOR CORPORATION 401(K) PLAN | GOLETA CA | 2,257 | $168.3M | $14.9M |
| 7 | NORTHERN COLORADO ANESTHESIA PROFESSIONALS, PLLC NORTHERN COLORADO ANESTHESIA PROFESSIONALS, PLLC 401K PLAN | FORT COLLINS CO | 113 | $66.8M | $14.2M |
| 8 | SWAROVSKI U.S. HOLDINGS LTD. SWAROVSKI EMPLOYEE RETIREMENT SAVINGS PLAN | CRANSTON RI | 1,719 | $80.7M | $11.9M |
| 9 | WALSWORTH PUBLISHING COMPANY, INC. WALSWORTH PUBLISHING COMPANY 401(K) SAVINGS PLAN | MARCELINE MO | 1,297 | $142.0M | $10.4M |
| 10 | PATRIOT GROWTH INSURANCE SERVICES, LLC PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN | FORT WASHINGTON PA | 1,917 | $147.4M | $7.4M |
