Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding iShares S&P 500 Index Fund Mutual funds in their Schedule of Assets, totaling $26.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INFORMATION & COMPUTING SERVICES, INC. INFORMATION & COMPUTING SERVICES, INC. SAVINGS PLAN | JACKSONVILLE FL | 410 | $58.0M | $9.1M |
| 2 | KLS MARTIN L.P. KLS MARTIN L.P. 401(K) SALARY REDUCTION PLAN & TRUST | JACKSONVILLE FL | 768 | $70.2M | $6.1M |
| 3 | NOVA 401K ASSOCIATES NOVA 401(K) PLAN |
HOUSTON TX |
| 204 |
| $31.2M |
| $5.6M |
| 4 | AMERICAN HEALTHCARE OPPS HOLDINGS, LLC AMERICAN HEALTHCARE 401(K) PROFIT SHARING PLAN | IRVINE CA | 115 | $20.1M | $2.9M |
| 5 | CBT NUGGETS, LLC CBT NUGGETS 401(K) PLAN | EUGENE OR | 77 | $15.5M | $1.7M |
| 6 | THOMAS AUTOMOTIVE FAMILY LLC THOMAS AUTOMOTIVE FAMILY 401(K) PLAN | BEDFORD PA | 215 | $11.9M | $1.1M |
| 7 | DON'S MOBILE GLASS, INC. DON'S MOBILE GLASS INC. PROFIT SHARING 401(K) PLAN | MODESTO CA | 179 | $7.5M | $271K |