Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding EXCHANGE TRADED FUNDS (ETF) Ishares Morningstar Small Cap shares in their Schedule of Assets, totaling $143K 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 | ESCANABA PAPER COMPANY UNION RETIREMENT INSURANCE TRUST FUND ESCANABA PAPER COMPANY UNION RETIREMENT TRUST FUND | ESCANABA MI | 479 | $5.4M | $143K |
