Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding s iShares S&P 500 Index K in their Schedule of Assets, totaling $15.5M 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 | SPARTAN CHEMICAL COMPANY, INC. SPARTAN CHEMICAL COMPANY, INC. EMPLOYEES PROFIT SHARING AND 401(K) PLAN | MAUMEE OH | 326 | $63.2M | $12.2M |
| 2 | INDUSTRIAL ACCESSORIES COMPANY INDUSTRIAL ACCESSORIES COMPANY 401(K) PROFIT SHARING PLAN & TRUST | OVERLAND PARK KS | 319 | $13.9M | $2.0M |
| 3 | RULE JOY TRAMMELL & RUBIO, LLC |
ATLANTA GA |
| 82 |
| $15.6M |
| $1.3M |
