Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares Total U.S. Stock Market Index K in their Schedule of Assets, totaling $1.3M 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 | XCEL MANAGEMENT, INC. XCEL HR 401(K) PLAN | ROCKVILLE MD | 2,059 | $74.1M | $881K |
| 2 | KARGO GLOBAL LLC KARGO GLOBAL LLC RETIREMENT SAVINGS PLAN | NEW YORK NY | 382 | $29.4M | $336K |
| 3 | THE CHILDREN'S HOME OF POUGHKEEPSIE THE CHILDREN'S HOME OF POUGHKEEPSIE 403(B) PLAN |
POUGHKEEPSIE NY |
| 320 |
| $14.4M |
| $122K |
