Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding iShares S&P 500 Index K Mutual fund N/A in their Schedule of Assets, totaling $30.2M 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 | REVERE HEALTH REVERE HEALTH 401(K) PROFIT SHARING PLAN | PROVO UT | 2,191 | $254.8M | $16.0M |
| 2 | VALMARK FINANCIAL GROUP, LLC VALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN | AKRON OH | 135 | $28.5M | $5.5M |
| 3 | COMMUNITY NATIONAL BANK COMMUNITY NATIONAL BANK 401K PLAN |
MIDLAND TX |
| 234 |
| $32.0M |
| $2.5M |
| 4 | LEHIGH HEAVY FORGE CORPORATION LEHIGH HEAVY FORGE CORPORATION UNION 401(K) SAVINGS PLAN & TRUST | BETHLEHEM PA | 123 | $12.1M | $2.1M |
| 5 | THE PROPHET CORPORATION THE PROPHET CORPORATION TAX DEFERRED SAVINGS PLAN & TRUST | OWATONNA MN | 157 | $10.7M | $1.5M |
| 6 | L.G. EVERIST, INCORPORATED L. G. EVERIST, INC. 401(K) PLAN | SIOUX FALLS SD | 414 | $34.7M | $830K |
| 7 | SHAWD NEIGHBORHOOD CLINIC MANAGEMENT, INC. SHAWD NEIGHBORHOOD CLINIC 401(K) PSP | SIOUX FALLS SD | 182 | $9.8M | $824K |
| 8 | AP THERAPY LLC AP THERAPY LLC 401K PROFIT SHARING PLAN | ENGLEWOOD CLIFFS NJ | 1,727 | $6.4M | $459K |
| 9 | BURGESS CONSTRUCTION CONSULTANTS, INC. BURGESS CONSTRUCTION CONSULTANTS, INC. 401(K) PLAN | FAIRVIEW TX | 242 | $5.5M | $426K |
| 10 | 8G SOLUTIONS LLC 8G SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN | ENGLEWOOD CO | 66 | $3.7M | $214K |
