Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding ishares Core MSCI Emerging Markets in their Schedule of Assets, totaling $6.0M 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 | HODGSON RUSS LLP HODGSON RUSS RETIREMENT PLAN | BUFFALO NY | 348 | $152.0M | $3.3M |
| 2 | ERDMAN COMPANY ERDMAN COMPANY EMPLOYEES PROFIT SHARING/401(K) PLAN | MADISON WI | 53 | $22.7M | $1.1M |
| 3 | HSTA VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST VOLUNTARY EMPLOYEES BENEFICIARY TRUST |
HONOLULU HI |
| 3,335 |
| $25.3M |
| $583K |
| 4 | METROPOLITAN OPERA ASSOCIATION, INC METROPOLITAN OPERA ASSOCIATION RETIREMENT PLAN | NEW YORK NY | 689 | $264.8M | $561K |
| 5 | PELLI CLARKE & PARTNERS PELLI CLARKE & PARTNERS PROFIT SHARING PLAN | NEW HAVEN CT | 50 | $27.2M | $313K |
| 6 | THE WILLIAM K. WARREN FOUNDATION THE WARREN EMPLOYEES' RETIREMENT PLAN | TULSA OK | 21 | $29.7M | $138K |
| 7 | ADVANCE MFG. CO., INC. ADVANCE MFG. CO., INC. PROFIT SHARING PLAN | WESTFIELD MA | 251 | $38.0M | $96K |
| 8 | CAPUTO'S NEW FARM PRODUCE - ADDISON, INC. CAPUTO'S NEW FARM PRODUCE, INC. 401(K) PLAN | CAROL STREAM IL | 958 | $10.5M | $15K |
