Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding iShares S&P 500 Index Mutual Funds in their Schedule of Assets, totaling $17.0M 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 | PETROBRAS AMERICA INC. PETROBRAS AMERICA INC. 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 37 | $37.2M | $6.5M |
| 2 | UNIPRO FOODSERVICE, INC. UNIPRO FOODSERVICE, INC. RETIREMENT PLAN | ATLANTA GA | 161 | $35.3M | $4.5M |
| 3 | AUGUSTINE CONSULTING, INC. AUGUSTINE CONSULTING, INC. 401(K) PLAN & TRUST |
HAMILTON NJ |
| 168 |
| $18.4M |
| $2.2M |
| 4 | PETERSEN PRECISION ENGINEERING, LLC PETERSEN PRECISION ENGINEERING, LLC 401(K) SAVINGS PLAN | REDWOOD CITY CA | 158 | $12.9M | $1.7M |
| 5 | VISTECH MANUFACTURING SOLUTIONS, LLC VISTECH MANUFACTURING SOLUTIONS, LLC 401(K) PLAN | MODESTO OH | 455 | $19.5M | $1.3M |
| 6 | ATWOOD DISTRIBUTING, L.P. ATWOOD DISTRIBUTING 401(K) PROFIT SHARING PLAN | ENID OK | 1,207 | $14.4M | $701K |