Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding iShares S&P 500 Index Fund " in their Schedule of Assets, totaling $161.1M 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 | SISECAM CHEMICALS RESOURCES LLC SISECAM US 401K RETIREMENT PLAN | ATLANTA GA | 542 | $114.6M | $25.0M |
| 2 | HEAVEN HILL DISTILLERIES, INC. HEAVEN HILL DISTILLERIES, INC. SAVINGS AND RETIREMENT PLAN FOR SALARIED EMPLOYEES | BARDSTOWN KY | 724 | $65.2M | $12.6M |
| 3 | PRESENCE MARKETING, LLC |
SOUTH BARRINGTON IL |
| 430 |
| $55.5M |
| $8.7M |
| 4 | KISS NAIL PRODUCTS, INC. KISS NAIL PRODUCTS 401(K) PLAN | PORT WASHINGTON NY | 394 | $56.7M | $8.3M |
| 5 | CATALIS HOLDCO, INC. CATALIS HOLDCO, INC. 401(K) PLAN | ALPHARETTA GA | 790 | $50.9M | $6.4M |
| 6 | SHARED SERVICES, LLC SHARED SERVICES 401(K) PLAN | CINCINNATI OH | 149 | $20.7M | $5.8M |
| 7 | TOWER HILL INSURANCE GROUP, LLC TOWER HILL INSURANCE GROUP, LLC 401(K) PLAN | GAINESVILLE FL | 626 | $73.9M | $5.8M |
| 8 | EFPR GROUP LLP EFPR GROUP LLP 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 146 | $33.7M | $5.6M |
| 9 | DOERFER CORPORATION DOERFER CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | WAVERLY IA | 341 | $40.0M | $5.1M |
| 10 | AEGIS SCIENCES CORPORATION AEGIS SCIENCES CORPORATION 401(K) PLAN | NASHVILLE TN | 774 | $47.7M | $5.0M |
