Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding iShares S&P 500 Index K Registered investment company in their Schedule of Assets, totaling $108.4M 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 | ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL CORPORATION ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANS | CERRITOS CA | 389 | $260.4M | $39.1M |
| 2 | NOMURA RESEARCH INSTITUTE HOLDINGS AMERICA, INC. NRI GROUP 401(K) PLAN | NEW YORK NY | 104 | $41.8M | $9.7M |
| 3 | UNIVERSAL AUDIO INC. |
SCOTTS VALLEY CA |
| 239 |
| $37.6M |
| $8.3M |
| 4 | JFE SHOJI AMERICA HOLDINGS, INC. JFE GROUP 401(K) PLAN | LONG BEACH CA | 1,005 | $69.9M | $7.7M |
| 5 | METROLINA NEPHROLOGY ASSOCIATES, P.A. METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN | CHARLOTTE NC | 220 | $60.0M | $6.7M |
| 6 | BDP INTERNATIONAL, INC. BDP INTERNATIONAL, INC. 401K AND PROFIT SHARING | PHILADELPHIA PA | 1,261 | $125.9M | $6.1M |
| 7 | JFE SHOJI AMERICA, LLC JFE GROUP 401(K) PLAN | LONG BEACH CA | 404 | $34.9M | $3.8M |
| 8 | THE BASEBALL CLUB OF SEATTLE, LLLP THE SEATTLE MARINERS 401(K) PLAN | SEATTLE WA | 1,415 | $73.9M | $3.7M |
| 9 | ASSOCIATES OF CAPE COD, INC. ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN | EAST FALMOUTH MA | 210 | $31.9M | $2.8M |
| 10 | BRIGHT WOOD CORPORATION BRIGHT WOOD 401(K) SAVINGS AND PROFIT SHARING PLAN | MADRAS OR | 998 | $44.5M | $2.4M |
