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 Pooled separate account in their Schedule of Assets, totaling $14.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CERTIFIED COLLECTIBLES GROUP, LLC CCG 401(K) SAVINGS PLAN | SARASOTA FL | 680 | $28.9M | $5.6M |
| 2 | OPTIMA TAX RELIEF, LLC OPTIMA TAX RELIEF, LLC 401(K) PROFIT SHARING PLAN | SANTA ANA CA | 363 | $15.9M | $2.3M |
| 3 | WESTERN HOME SERVICES WESTERN HOME EMPLOYEES RETIREMENT PLAN |
CEDAR FALLS IA |
| 840 |
| $16.6M |
| $2.2M |
| 4 | NORTHSIDE COLLISION, INC. NORTHSIDE COLLISION, INC. 401(K) PROFIT SHARING PLAN | CICERO NY | 113 | $5.5M | $1.2M |
| 5 | THE SPRINGS LIVING, LLC THE SPRINGS LIVING 401(K) RETIREMENT PLAN | MCMINNVILLE OR | 1,791 | $11.8M | $989K |
| 6 | DIGINEER, INC. DIGINEER, INC. 401(K) PLAN | PLYMOUTH MN | 84 | $7.4M | $585K |
| 7 | WHOLESALE MOTORS, INC. WHOLESALE MOTORS, INC. 401(K) PROFIT SHARING PLAN | HONOLULU HI | 207 | $13.8M | $417K |
| 8 | HCMC LEGAL, INC. HCMC LEGAL, INC. 401(K) AND RETIREMENT SAVINGS PLAN | NEW YORK NY | 236 | $3.0M | $361K |
| 9 | STRESSCRETE, INC. STRESSCRETE GROUP US 401(K) PLAN | NORTHPORT AL | 187 | $5.2M | $187K |
| 10 | IRVINE TECHNOLOGY CORPORATION IRVINE TECHNOLOGY CORPORATION 401(K) PLAN | SANTA ANA CA | 87 | $6.0M | $96K |
