Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding iShares S&P 500 Index K Fund " in their Schedule of Assets, totaling $43.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALAKA'INA FOUNDATION ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN | ORLANDO FL | 1,471 | $99.2M | $9.7M |
| 2 | FINGERPAINT MARKETING, INC. FINGERPAINT MARKETING, INC. 401(K) PLAN | SARATOGA SPRINGS NY | 828 | $67.2M | $6.5M |
| 3 | PRE CON, INC. J.L. WAUFORD, INC. 401(K) PLAN |
CHESTER VA |
| 275 |
| $10.9M |
| $3.9M |
| 4 | MORGAN FOODS, INC. MORGAN FOODS RETIREE MEDICAL 401(K) SAVINGS PLAN | AUSTIN IN | 576 | $12.1M | $2.2M |
| 5 | DAKOTA RED CORPORATION DAKOTA RED CORPORATION 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 164 | $32.0M | $2.1M |
| 6 | BEACON CREDIT UNION BEACON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | WABASH IN | 171 | $35.5M | $1.9M |
| 7 | LA MESA RV CENTER, INC. LA MESA RV CENTER, INC. EMPLOYEES 401(K) RETIREMENT PLAN | SAN DIEGO CA | 1,087 | $31.8M | $1.7M |
| 8 | RISEIT SOLUTIONS, INC. THE RISEIT 401(K) PLAN | ADDISON TX | 294 | $15.0M | $1.6M |
| 9 | SUNVERA GROUP, LLC SUNVERA GROUP, LLC 401(K) SAVINGS PLAN | BINGHAM FARMS MI | 507 | $15.2M | $1.4M |
| 10 | SCPHARMACEUTICALS, INC. SCPHARMACEUTICALS, INC. 401(K) PLAN | BURLINGTON MA | 158 | $11.4M | $1.4M |