Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding iShares S&P 500 Index K Mutual funds in their Schedule of Assets, totaling $38.8M 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 | PROENERGY SERVICE LLC PROENERGY SERVICE 401(K) PLAN | SEDALIA MO | 554 | $39.3M | $10.2M |
| 2 | CLOUD SPORTS DATA LLC SPORTRADAR US LLC RETIREMENT PLAN | MINNEAPOLIS MN | 621 | $28.9M | $7.2M |
| 3 | GTT AMERICAS, LLC GTT AMERICAS 401(K) PLAN |
| 647 |
| $76.2M |
| $6.8M |
| 4 | PLAISTED COMPANIES, INC. PLAISTED COMPANIES, INC. 401(K) PROFIT SHARING PLAN | ELK RIVER MN | 129 | $9.2M | $2.3M |
| 5 | THOR EQUITIES, LLC THE THOR EQUITIES, LLC 401(K) PLAN | NEW YORK NY | 68 | $11.8M | $1.8M |
| 6 | USG MANAGEMENT SERVICES OF FLORIDA, INC. USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN | TAMPA FL | 219 | $16.5M | $1.8M |
| 7 | ROHLIG USA, LLC ROHLIG USA, LLC 401(K) PLAN | MOUNT PROSPECT IL | 257 | $12.3M | $1.4M |
| 8 | MOUNTAIN VIEW HOSPITAL LLC MOUNTAIN VIEW HOSPITAL LLC 401(K) PLAN | IDAHO FALLS ID | 2,200 | $70.2M | $1.4M |
| 9 | CASE PAPER CO., INC. CASE PAPER CO., INC. 401(K) PROFIT SHARING PLAN | HARRISON NY | 294 | $17.9M | $867K |
| 10 | SAMUEL SHAPIRO & CO., INC. SAMUEL SHAPIRO & CO., INC. PROFIT SHARING TRUST | BALTIMORE MD | 136 | $17.5M | $848K |
