Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding iShares S&P 500 Index Instl iShares 0 in their Schedule of Assets, totaling $164.9M 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 | GREYSTAR MANAGEMENT SERVICES, LLC. GREYSTAR 401(K) PLAN | IRVING TX | 20,689 | $757.4M | $88.7M |
| 2 | INOAC USA, INC. INOAC USA 401(K) SAVINGS PLAN | BARDSTOWN KY | 1,145 | $89.2M | $16.8M |
| 3 | OPHTHALMIC CONSULTANTS OF LONG ISLAND OPHTHALMIC CONSULTANTS OF LONG ISLAND 401K PLAN |
GARDEN CITY NY |
| 1,096 |
| $78.4M |
| $16.0M |
| 4 | STANFORD FEDERAL CREDIT UNION STANFORD FEDERAL CREDIT UNION DEFERRED COMPENSATION PLAN | PALO ALTO CA | 243 | $41.4M | $5.3M |
| 5 | BUCHER & CHRISTIAN CONSULTING, INC BUCHER & CHRISTIAN CONSULTING, INC. 401(K) PLAN | INDIANAPOLIS IN | 5,165 | $20.4M | $4.8M |
| 6 | BROWN GIBBONS LANG & COMPANY LLC BROWN GIBBONS LANG & CO LLC 401K SAVINGS PLAN | CLEVELAND OH | 153 | $25.2M | $4.1M |
| 7 | ARLA FOODS, INC. ARLA FOODS, INC 401(K) PLAN | BASKING RIDGE NJ | 323 | $21.2M | $4.1M |
| 8 | CONROY SIMBERG, P.A. CONROY SIMBERG 401(K) PLAN | HOLLYWOOD FL | 333 | $39.9M | $4.0M |
| 9 | TRIAD MANUFACTURING, INC. TRIAD MANUFACTURING, INC. 401(K) & P/S PLAN | ST. LOUIS MO | 336 | $18.8M | $3.2M |
| 10 | P & L GLOBAL HOLDING CORP P & L GLOBAL HOLDING CORP 401(K) PLAN | WESTBURY NY | 1,398 | $56.5M | $3.0M |
