Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Blackrock MSCI ACWI Ex-U.S. Index R Common/collective trust in their Schedule of Assets, totaling $4.0M 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 | NEW VENTURE FUND NEW VENTURE FUND 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 535 | $57.9M | $1.7M |
| 2 | CEMSTONE PRODUCTS COMPANY AMCON, CEMSTONE AND TCC EMPLOYEE SAVINGS PLAN | MENDOTA HEIGHTS MN | 1,029 | $129.0M | $1.3M |
| 3 | WM. MICHAEL STEMLER, INC. DBA DELTA HEALTH SYSTEMS |
STOCKTON CA |
| 84 |
| $11.6M |
| $634K |
| 4 | WINDWARD FUND WINDWARD FUND 401(K) PLAN | WASHINGTON DC | 76 | $4.4M | $152K |
| 5 | HOUSTON EAR, NOSE & THROAT CLINIC, LLP HOUSTON EAR NOSE & THROAT CLINIC 401(K) PROFIT SHARING PLAN | SUGARLAND TX | 110 | $27.0M | $144K |
| 6 | MEDSPEED, LLC MEDSPEED, LLC 401(K) PROFIT SHARING PLAN & TRUST | ELMHURST IL | 2,945 | $12.1M | $112K |
| 7 | WRA, INC. WRA, INC. 401(K) PLAN | SAN RAFAEL CA | 101 | $19.0M | $50K |
