Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding iShares iShares Core MSCI EAFE ETF in their Schedule of Assets, totaling $6.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ODFJELL HOLDINGS US INC. ODFJELL HOLDINGS (US) INC. DEFINED BENEFIT PLAN | HOUSTON TX | 172 | $24.2M | $2.7M |
| 2 | CASTELLINI COMPANY LLC THE CASTELLINI COMPANY RETIREMENT PLAN | NEWPORT KY | 21 | $10.4M | $1.1M |
| 3 | AMERICAN REFINING GROUP, INC. AMERICAN REFINING GROUP EMPLOYEE STOCK OWNERSHIP PLAN |
PITTSBURGH PA |
| 302 |
| $52.9M |
| $702K |
| 4 | BISHOP MUSEUM RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM | HONOLULU HI | 37 | $9.8M | $682K |
| 5 | SNELL & WILMER L.L.P. SNELL & WILMER L.L.P. RETIREMENT PLAN FOR PARTNERS | PHOENIX AZ | 231 | $25.1M | $360K |
| 6 | TEXAS MEDICAL LIABILITY TRUST TEXAS MEDICAL LIABILITY TRUST CASH BALANCE PLAN | AUSTIN TX | 118 | $6.8M | $318K |
| 7 | CARNIVAL CORPORATION CARNIVAL CORPORATION QUALIFIED RETIREMENT PLAN | DORAL FL | 84 | $8.2M | $266K |
| 8 | CHANGEIS, INC. CHANGEIS, INC. 401(K) | ROSSLYN VA | 168 | $9.6M | $170K |
| 9 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $56K |
| 10 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $12K |
