Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding iShares S&P 500 Index Mutual fund in their Schedule of Assets, totaling $91.5M 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 | SHAMROCK TRADING CORPORATION SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 2,503 | $122.1M | $15.4M |
| 2 | BOARD OF TRUSTEES, STEAMFITTERS LOCAL #449 RETIREMENT SECURITY FUND STEAMFITTERS LOCAL 449 RETIREMENT SECURITY FUND | HARMONY PA | 3,462 | $402.4M | $14.5M |
| 3 | BOYD CORPORATION, INC. |
PLEASANTON CA |
| 841 |
| $92.3M |
| $11.7M |
| 4 | BAKER STERCHI COWDEN AND RICE LLC BAKER STERCHI COWDEN AND RICE LLC 401K SAVINGS PLAN | KANSAS CITY MO | 196 | $44.3M | $10.6M |
| 5 | MERRILL GARDENS, LLC R.D. MERRILL COMPANIES 401(K) PLAN | SEATTLE WA | 2,857 | $50.4M | $4.6M |
| 6 | MAXMARA USA, INC. MAXMARA USA, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 267 | $19.5M | $4.1M |
| 7 | INTEVAC, INC. INTEVAC, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SANTA CLARA CA | 51 | $44.4M | $4.0M |
| 8 | GM NAMEPLATE, INC. GM NAMEPLATE, INC. PROFIT SHARING 401(K) PLAN | BOCA RATON FL | 522 | $47.9M | $3.9M |
| 9 | KEB AMERICA, INC. KEB AMERICA, INC. 401(K) PLAN | SHAKOPEE MN | 125 | $16.2M | $3.3M |
| 10 | MR. BULT'S, INC. MR. BULT'S INC. 401(K) PLAN | BURNHAM IL | 1,749 | $23.1M | $3.2M |
