Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares S&P 500 Index Fund Registered Investment Company in their Schedule of Assets, totaling $2.6M 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 | PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN | YAKIMA WA | 245 | $34.3M | $1.6M |
| 2 | THE MERION CRICKET CLUB THE MERION CRICKET CLUB 401(K) PLAN. | HAVERFORD PA | 190 | $11.8M | $530K |
| 3 | ATRIUM HOLDING COMPANY |
PHOENIX AZ |
| 145 |
| $2.5M |
| $443K |