Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding iShares S&P 500 Index # in their Schedule of Assets, totaling $64.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MINNEAPOLIS RADIOLOGY ASSOCIATES, LTD. MINNEAPOLIS RADIOLOGY ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN | PLYMOUTH MN | 119 | $66.0M | $8.0M |
| 2 | RING & PINION SERVICE INC. RING & PINION SERVICE INC. 401(K) PROFIT SHARING PLAN AND TRUST | EVERETT WA | 560 | $19.4M | $5.6M |
| 3 | SOLOMONEDWARDSGROUP, LLC |
WAYNE PA |
| 394 |
| $38.4M |
| $5.5M |
| 4 | BOARD OF TRUSTEES OF THE NORTHERN OHIO LABORERS PSAP NORTHERN OHIO LABORERS' PROFIT SHARING ANNUITY PLAN | HOLLAND OH | 1,180 | $35.9M | $3.9M |
| 5 | DEPATIE FLUID POWER COMPANY DEPATIE FLUID POWER COMPANY EMPLOYEE 401(K) PLAN | PORTAGE MI | 242 | $15.5M | $3.5M |
| 6 | B & D INDUSTRIAL ENTERPRISES, INC. B & D RETIREMENT AND SAVINGS PLAN | MACON GA | 255 | $27.9M | $3.4M |
| 7 | EPS CORPORATION EPS CORPORATION 401(K) SAVINGS PLAN | TINTON FALLS NJ | 199 | $20.0M | $3.3M |
| 8 | SOFTWARE SOLUTIONS INTEGRATED, LLC SOFTWARE SOLUTIONS INTEGRATED, LLC 401(K) PLAN | SHELBYVILLE IL | 178 | $22.2M | $3.2M |
| 9 | BTG SPECIALTY PHARMACEUTICALS BTG INTERNATIONAL INC. PROFIT SHARING 401(K) PLAN | WEST CONSHOHOCKEN PA | 106 | $22.5M | $2.8M |
| 10 | ROBBINS RESEARCH INTERNATIONAL, INC. ROBBINS RESEARCH INTERNATIONAL, INC. 401(K) PLAN | SAN DIEGO CA | 312 | $16.7M | $2.6M |
