Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding iShares S&P 500 Index K - in their Schedule of Assets, totaling $219.2M 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 | G.M.P.-EMPLOYERS RETIREE TRUST G.M.P. - EMPLOYERS RETIREE TRUST | FORT MYERS FL | 7,126 | $597.6M | $65.0M |
| 2 | GREATER PENNSYLVANIA CARPENTERS' ANNUITY AND SAVINGS FUND GREATER PENNSYLVANIA CARPENTERS' ANNUITY AND SAVINGS FUND | PITTSBURGH PA | 16,943 | $592.2M | $43.7M |
| 3 | STANLEY ELECTRIC HOLDING COMPANY OF AMERICA |
LONDON OH |
| 1,754 |
| $187.4M |
| $9.2M |
| 4 | PINE REST CHRISTIAN MENTAL HEALTH SERVICES PINE REST CHRISTIAN MENTAL HEALTH SERVICES SAVINGS AND RETIREMENT PLAN | GRAND RAPIDS MI | 2,040 | $116.1M | $9.1M |
| 5 | DIRECT TRAVEL, INC. DIRECT TRAVEL 401(K) PLAN | CENTENNIAL CO | 998 | $121.4M | $8.6M |
| 6 | GAINSCO, INC. GAINSCO, INC. 401(K) PLAN | RICHARDSON TX | 614 | $33.3M | $6.3M |
| 7 | BOT SPOKANE FIRE FIGHTERS (LOCAL 29) BENEFIT TRUST SPOKANE FIRE FIGHTERS (LOCAL 29) BENEFIT TRUST | SEATTLE WA | 339 | $43.2M | $5.9M |
| 8 | TEXTILE RUBBER & CHEMICAL CO., INC. TEXTILE RUBBER & CHEMICAL CO., INC. EMPLOYEES' PROFIT SHARING 401(K) PLAN | DALTON GA | 356 | $45.9M | $4.5M |
| 9 | JT BRD TRUSTEES PLUMBERS & PIPEFITTERS PLUMBERS & PIPEFITTERS LOCAL 152 RETIREMENT ANNUIT | ONA WV | 2,851 | $75.0M | $4.3M |
| 10 | MICROBAC LABORATORIES, INC MICROBAC LABORATORIES INC. RETIREMENT INCOME SAVINGS PLAN | CRANBERRY TOWNSHIP PA | 476 | $33.1M | $4.2M |