Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding iShares Core Dividend Growth # in their Schedule of Assets, totaling $19.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JT BD OF TRUSTEES SHEET METAL WORKERS PENSION FUND BATON ROUGE SHEET METAL WORKERS PENSION FUND | BATON ROUGE LA | 207 | $54.9M | $8.6M |
| 2 | PLUMBERS & STEAMFITTERS LOCAL 146 PENSION PLAN PLUMBERS & STEAMFITTERS LOCAL 146 PENSION PLAN | HOUSTON TX | 289 | $48.3M | $6.6M |
| 3 | LABORERS' LOCAL #157 PENSION FUND |
SCHENECTADY NY |
| 591 |
| $93.0M |
| $2.0M |
| 4 | LEISTRITZ ADVANCED TECHNOLOGIES CORP. LEISTRITZ ADVANCED TECHNOLOGIES CORP. RETIREMENT PLAN | ALLENDALE NJ | 0 | $17.2M | $1.3M |
| 5 | LABORERS' LOCAL #157 ANNUITY FUND LABORERS' LOCAL #157 ANNUITY FUND | SCHENECTADY NY | 1,295 | $27.0M | $406K |
| 6 | FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE IN | 332 | $63.5M | $334K |
| 7 | LABORERS' LOCAL 157 HEALTH BENEFITS FUND LABORERS' LOCAL 157 HEALTH BENEFITS FUND | SCHENECTADY NY | 384 | $18.2M | $233K |
| 8 | QUIDDITY-1, INC. QUIDDITY 401(K) PROFIT SHARING PLAN | BELLAIRE TX | 614 | $89.6M | $205K |
| 9 | CAPUTO'S NEW FARM PRODUCE - ADDISON, INC. CAPUTO'S NEW FARM PRODUCE, INC. 401(K) PLAN | CAROL STREAM IL | 958 | $10.5M | $73K |
| 10 | RIGHTWAY FASTENERS, INC. RIGHTWAY FASTENERS, INC. RETIREMENT SAVINGS PLAN | COLUMBUS IN | 276 | $6.5M | $34K |
