Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding iShares Core MSCI EAFE in their Schedule of Assets, totaling $23.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HODGSON RUSS LLP HODGSON RUSS RETIREMENT PLAN | BUFFALO NY | 348 | $152.0M | $9.6M |
| 2 | TOMPKINS FINANCIAL CORPORATION TOMPKINS FINANCIAL CORPORATION RETIREMENT PLAN | ITHACA NY | 203 | $88.3M | $5.5M |
| 3 | ERDMAN COMPANY ERDMAN COMPANY EMPLOYEES PROFIT SHARING/401(K) PLAN |
MADISON WI |
| 53 |
| $22.7M |
| $2.8M |
| 4 | CSP INNOVATIONS OHIO PAYROLL CO., LLC. CSP PENSION PLAN FOR HOURLY EMPLOYEES - CAREY | AUBURN HILLS MI | 68 | $28.5M | $2.3M |
| 5 | CSP INNOVATIONS OHIO PAYROLL CO., LLC. CSP PENSION PLAN FOR HOURLY EMPLOYEES -N. BALTIMORE | AUBURN HILLS MI | 15 | $17.2M | $1.4M |
| 6 | HSTA VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST VOLUNTARY EMPLOYEES BENEFICIARY TRUST | HONOLULU HI | 3,335 | $25.3M | $1.0M |
| 7 | IBEW LOCAL UNION 306 IBEW LOCAL UNION 306 SUPPLEMENTAL HEALTH BENEFIT F | CANFIELD OH | 2,508 | $10.3M | $322K |
| 8 | IBEW LOCAL 712 UNDEREMPLOYMENT SUBSISTENCE TR FUND IBEW LOCAL 712 UNDEREMPLOYMENT SUBSISTENCE TRUST FUND | PITTSBURGH PA | 622 | $5.3M | $202K |
| 9 | TMS INTERNATIONAL, LLC RETIREMENT PLAN FOR SALARIED EMPLOYEES OF INTERNATIONAL MILL SERVICE, INC. | HORSHAM PA | 10 | $5.2M | $133K |
| 10 | JOHNSON STORAGE & MOVING COMPANY HOLDING LLC JOHNSON STORAGE & MOVING 401(K) PLAN | CENTENNIAL CO | 236 | $2.6M | $71K |
