Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares Global Energy ETF in their Schedule of Assets, totaling $3.0M 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 | BOARD OF TRUSTEES NORTHERN CALI GENERAL TEAMSTERS SECURITY FUND NORTHERN CALIFORNIA GENERAL TEAMSTERS SECURITY FUND | STOCKTON CA | 20,810 | $633.5M | $3.0M |
| 2 | EXP GROUP LLC EXP GROUP LLC PROFIT SHARING PLAN | NORTH BERGEN NJ | 127 | $3.3M | $22K |
