Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 333 U.S. retirement plans report holding ishares S&P 500 Index K in their Schedule of Assets, totaling $1.0B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PUBLIC HEALTH INSTITUTE PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT PLAN | OAKLAND CA | 899 | $276.2M | $66.8M |
| 2 | G.M.P.-EMPLOYERS RETIREE TRUST G.M.P. - EMPLOYERS RETIREE TRUST | FORT MYERS FL | 7,126 | $597.6M | $65.0M |
| 3 | GREATER PENNSYLVANIA CARPENTERS' ANNUITY AND SAVINGS FUND |
PITTSBURGH PA |
| 16,943 |
| $592.2M |
| $43.7M |
| 4 | ROCKLAND TRUST COMPANY ROCKLAND TRUST CO EE SAVINGS PS AND STOCK OWNERSHIP PLAN | HANOVER MA | 1,890 | $300.0M | $37.9M |
| 5 | VIKING GLOBAL INVESTORS LP VIKING GLOBAL INVESTORS LP 401(K) PLAN | STAMFORD CT | 270 | $123.9M | $32.2M |
| 6 | MARUBENI-ITOCHU STEEL AMERICA MISA CONSOLIDATED 401(K) PLAN | NEW YORK NY | 2,428 | $278.3M | $28.7M |
| 7 | AMALIE OIL COMPANY AMALIE OIL COMPANY PROFIT SHARING 401(K) PLAN | TAMPA FL | 538 | $77.0M | $17.0M |
| 8 | ASUS COMPUTER INTERNATIONAL ASUS COMPUTER INTERNATIONAL 401(K) PS PLAN & TRUST | FREMONT CA | 373 | $45.7M | $14.9M |
| 9 | VENTURE GLOBAL LNG, INC VENTURE GLOBAL LNG 401(K) PLAN | ARLINGTON VA | 1,385 | $109.7M | $13.7M |
| 10 | AERODYNE INDUSTRIES LLC AERODYNE INDUSTRIES LLC 401 K PROFIT SHARING PLAN | CAPE CANAVERAL FL | 787 | $70.1M | $13.1M |
