Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding ISHARES S&P 500 INDEX INSTL GM MUTUAL FUNDS in their Schedule of Assets, totaling $34.2M 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 | TEAM BRANDT, LLC TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN | SPRINGFIELD IL | 678 | $88.0M | $11.4M |
| 2 | ONE CALL CORPORATION ONE CALL COMBINED 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 1,929 | $97.7M | $4.7M |
| 3 | P. L. MARKETING INC. P. L. MARKETING INC. 401(K) SAVINGS PLAN |
NEWPORT KY |
| 2,239 |
| $49.7M |
| $4.5M |
| 4 | FARNSWORTH GROUP, INC. FARNSWORTH GROUP, INC. 401(K) PLAN | BLOOMINGTON IL | 579 | $104.4M | $2.9M |
| 5 | INNOVATIVE OFFICE SOLUTIONS INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN | BURNSVILLE MN | 302 | $18.7M | $2.2M |
| 6 | DIRECT CHASSISLINK, INC. DIRECT CHASSISLINK, INC. 401(K) SAVINGS PLAN | CHARLOTTE NC | 789 | $44.2M | $1.4M |
| 7 | WOLFE AUTOMOTIVE GROUP, LLC WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN | KANSAS CITY MO | 415 | $24.1M | $1.4M |
| 8 | THE BELT RAILWAY COMPANY OF CHICAGO THE BELT RAILWAY COMPANY OF CHICAGO 401(K) FOR COLLECTIVE BARGAINING EMPLOYEES | BEDFORD PARK IL | 384 | $21.4M | $1.4M |
| 9 | REYNOLDS FARM EQUIPMENT, INC. REYNOLDS FARM EQUIPMENT, INC. 401(K) PLAN | ATLANTA IN | 251 | $15.8M | $1.0M |
| 10 | THE COLUMBUS DISTRIBUTING COMPANY THE COLUMBUS DISTRIBUTING COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN AND TRUST | COLUMBUS OH | 200 | $17.1M | $915K |
