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 Service Pooled separate account in their Schedule of Assets, totaling $20.9M 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 | RANCHO PACIFIC ELECTRIC CONSTRUCTION, INC. RANCHO PACIFIC ELECTRIC, INC. 401(K) PLAN | RANCHO CUCAMONGA CA | 119 | $22.8M | $8.9M |
| 2 | ONPATH FEDERAL CREDIT UNION ONPATH FEDERAL CREDIT UNION PROFIT SHARING 401(K) PLAN | MATAIRIE LA | 129 | $11.1M | $4.3M |
| 3 | VOMELA SPECIALTY COMPANY |
SAINT PAUL MN |
| 1,268 |
| $76.5M |
| $3.6M |
| 4 | FIRST HARRISON BANK FIRST HARRISON BANK 401K AND PROFIT SHARING PLAN | CORYDON IN | 191 | $27.4M | $3.4M |
| 5 | THE ANDERSON CONSULTING GROUP, INC. THE ANDERSON CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN | ROSEMOUNT MN | 91 | $9.9M | $735K |
