Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 84 U.S. retirement plans report holding iShares S&P 500 Index K iShares 0 in their Schedule of Assets, totaling $186.4M 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 | BAYVIEW ASSET MANAGEMENT LLC BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN | CORAL GABLES FL | 1,638 | $230.0M | $38.7M |
| 2 | ST. JOHN PROPERTIES, INC. ST. JOHN PROPERTIES 401(K) RETIREMENT PLAN | BALTIMORE MD | 248 | $54.3M | $16.0M |
| 3 | LINDBLAD EXPEDITIONS, INC. LINDBLAD EXPEDITIONS, INC 401(K) PLAN |
SEATTLE WA |
| 691 |
| $48.7M |
| $8.4M |
| 4 | CHRISTY SPORTS, LLC CHRISTY SPORTS LLC 401(K) PROFIT SHARING PLAN | LAKEWOOD CO | 407 | $18.9M | $6.8M |
| 5 | BARNUM ACQUISITION, LLC H. H. BARNUM COMPANY 401(K) PROFIT SHARING PLAN | BRIGHTON MI | 275 | $38.4M | $6.8M |
| 6 | OPPORTUNE LLP OPPORTUNE LLP 401(K) PLAN | HOUSTON TX | 261 | $25.7M | $5.9M |
| 7 | KOCH FOODS, INC. KOCH MEAT CO., INC. 401(K) PLAN | PARK RIDGE IL | 7,046 | $101.5M | $5.3M |
| 8 | H. H. BARNUM COMPANY H. H. BARNUM COMPANY 401(K) PROFIT SHARING PLAN | BRIGHTON MI | 272 | $31.2M | $5.1M |
| 9 | AMERICARES FOUNDATION, INC. AMERICARES FOUNDATION, INC. DISC CONTRIB PLAN | STAMFORD CT | 277 | $36.9M | $4.4M |
| 10 | CISCO-EAGLE, INC. CISCO-EAGLE, INC. 401(K) SAVINGS PLAN | TULSA OK | 120 | $16.3M | $3.7M |
