Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding iShares S&P 500 Index K Fund in their Schedule of Assets, totaling $24.9M 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 | 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 | BEACON CREDIT UNION BEACON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST |
WABASH IN |
| 171 |
| $35.5M |
| $1.9M |
| 4 | LA MESA RV CENTER, INC. LA MESA RV CENTER, INC. EMPLOYEES 401(K) RETIREMENT PLAN | SAN DIEGO CA | 1,087 | $31.8M | $1.7M |
| 5 | KENNETH'S HAIR SALONS & DAY SPAS, INC. KENNETH'S HAIR SALONS & DAY SPAS, INC. 401(K) PLAN | COLUMBUS OH | 253 | $12.9M | $1.0M |
| 6 | LITTLE RIVER CASINO RESORT LITTLE RIVER CASINO RESORT 401(K) PLAN | MANISTEE MI | 648 | $18.8M | $945K |
| 7 | COQUILLE ECONOMIC DEVELOPMENT CORPORATION KO-KWEL ENTERPRISES 401(K) PLAN | NORTH BEND OR | 505 | $15.3M | $914K |
| 8 | TITAN ELECTRIC COMPANIES, LLC TITAN ELECTRIC 401(K) PLAN | TAMPA FL | 403 | $15.1M | $765K |
| 9 | JKT GAMING, INC. DBA 7 CEDARS 7 CEDARS 401(K) PLAN | SEQUIM WA | 560 | $12.7M | $518K |
| 10 | J & H OIL COMPANY J & H OIL COMPANY EMPLOYEES' RETIREMENT PLAN | WYOMING MI | 754 | $12.6M | $448K |
