Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding ishares S&P 500 Index Service in their Schedule of Assets, totaling $12.7M 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 | MOTION RECRUITMENT PARTNERS, LLC MOTION RECRUITMENT PARTNERS, LLC 401(K) PLAN | BOSTON MA | 2,876 | $126.7M | $7.5M |
| 2 | MORAVIAN ACADEMY MORAVIAN ACADEMY 403(B) DC PLAN | BETHLEHEM PA | 223 | $46.3M | $2.5M |
| 3 | CARLOW UNIVERSITY CARLOW UNIVERSITY DEFINED CONTRIBUTION PLAN |
PITTSBURGH PA |
| 369 |
| $56.1M |
| $2.0M |
| 4 | SOFTTEK INTEGRATION SYSTEMS, INC. SOFTTEK INTEGRATION SYSTEMS, INC. 401(K) PLAN | ATLANTA GA | 348 | $22.7M | $735K |