Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares S&P 500 Mutual Fund in their Schedule of Assets, totaling $520K 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 | ITR AMERICA, LLC ITR AMERICA, LLC PROFIT SHARING 401(K) PLAN | HOBART IN | 223 | $15.8M | $311K |
| 2 | APEX PARKS GROUP LLC APEX PARKS GROUP LLC 401K PLAN | IRVINE CA | 309 | $1.2M | $178K |
| 3 | PLASTIC MOLDINGS COMPANY, LLC PMC PENSION TRUST |
BLUE ASH OH |
| 32 |
| $6.8M |
| $32K |
