Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares S&P 500 Index Mutual Funds in their Schedule of Assets, totaling $10.5M 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 | UNIPRO FOODSERVICE, INC. UNIPRO FOODSERVICE, INC. RETIREMENT PLAN | ATLANTA GA | 161 | $35.3M | $4.5M |
| 2 | AUGUSTINE CONSULTING, INC. AUGUSTINE CONSULTING, INC. 401(K) PLAN & TRUST | HAMILTON NJ | 168 | $18.4M | $2.2M |
| 3 | PETERSEN PRECISION ENGINEERING, LLC |
REDWOOD CITY CA |
| 158 |
| $12.9M |
| $1.7M |
| 4 | VISTECH MANUFACTURING SOLUTIONS, LLC VISTECH MANUFACTURING SOLUTIONS, LLC 401(K) PLAN | MODESTO OH | 455 | $19.5M | $1.3M |
| 5 | ATWOOD DISTRIBUTING, L.P. ATWOOD DISTRIBUTING 401(K) PROFIT SHARING PLAN | ENID OK | 1,207 | $14.4M | $701K |
