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 Institutional Shares in their Schedule of Assets, totaling $9.8M 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 | E.T. BROWNE DRUG CO., INC E.T. BROWNE DRUG CO., INC 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 296 | $27.4M | $8.1M |
| 2 | NATIONAL OAK DISTRIBUTORS, INC. NATIONAL OAK DISTRIBUTORS, INC. 401(K) PLAN | WEST PALM BEACH FL | 373 | $19.3M | $1.2M |
| 3 | AMERICAN FUTURE SYSTEMS, INC. DBA SUCCESSFUEL |
KING OF PRUSSIA PA |
| 46 |
| $16.1M |
| $575K |
