Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares Core S&P US Value ETF " in their Schedule of Assets, totaling $1.2M 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 | HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. HOSPITAL & MEDICAL FOUNDATION OF PARIS, INC. TAX DEFERRED ANNUITY PLAN | PARIS IL | 897 | $39.4M | $797K |
| 2 | FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE IN | 332 | $63.5M | $306K |
| 3 | PAUL HASTINGS LLP |
LOS ANGELES CA |
| 2,507 |
| $1.1B |
| $53K |
| 4 | OPENLY LLC OPENLY LLC 401(K) PLAN | BOSTON MA | 357 | $13.2M | $3K |