Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 98 U.S. retirement plans report holding iShares S&P 500 Index K Mutual fund in their Schedule of Assets, totaling $265.7M 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 | RAYONIER INC. RAYONIER INVESTMENT AND SAVINGS PLAN FOR SALARIED EMPLOYEES | WILDLIGHT FL | 335 | $122.7M | $27.6M |
| 2 | NEW MOUNTAIN CAPITAL, LLC NEW MOUNTAIN CAPITAL, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 240 | $72.2M | $14.0M |
| 3 | KINGMAN HEALTHCARE, INC. |
KINGMAN AZ |
| 1,932 |
| $113.7M |
| $13.7M |
| 4 | BBC STUDIOS AMERICAS, INC. BBC STUDIOS AMERICAS, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 500 | $77.5M | $12.2M |
| 5 | SUNNOVA ENERGY CORPORATION SUNNOVA ENERGY CORPORATION 401(K) PLAN & TRUST | HOUSTON TX | 1,665 | $53.7M | $9.1M |
| 6 | DIGERONIMO DIGERONIMO COMPANIES RETIREMENT SAVINGS TRUST AND PLAN | INDEPENDENCE OH | 681 | $75.9M | $8.4M |
| 7 | PLANNED PARENTHOOD MAR MONTE, INC. 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 753 | $70.7M | $7.9M |
| 8 | ILSL HOLDING INC. USA INDEGENE 401(K) PLAN | PRINCETON NJ | 469 | $44.7M | $6.8M |
| 9 | JAC PRODUCTS, INC. JAC PRODUCTS, INC. 401(K) RETIREMENT SAVINGS PLAN | SALINE MI | 1,048 | $53.5M | $6.6M |
| 10 | REFINED TECHNOLOGIES, INC. REFINED TECHNOLOGIES 401(K) PLAN | SPRING TX | 476 | $42.1M | $6.6M |
