Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares S&P 500 Index K Pooled Separate Accounts in their Schedule of Assets, totaling $2.1M 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 | CADENCE EDUCATION LLC CADENCE EDUCATION LLC 401(K) SAVINGS PLAN | SCOTTSDALE AZ | 8,416 | $20.9M | $1.2M |
| 2 | DART APPRAISAL.COM DART APPRAISAL.COM RETIREMENT PLAN | TROY MI | 115 | $4.4M | $599K |
| 3 | UTILI-SERVE, LLC UTILI-SERVE, LLC 401(K) PLAN |
CONOVER NC |
| 268 |
| $9.8M |
| $144K |
| 4 | SUCCESS FOODS MANAGEMENT GROUP LLC TORCHY'S TACOS 401(K) PLAN | AUSTIN TX | 2,822 | $4.7M | $138K |
