Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares iShares MSCI EAFE Small-Cap ETF in their Schedule of Assets, totaling $265K 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 | PLUNKETT COONEY, P.C. PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN | BLOOMFIELD HILLS MI | 157 | $87.2M | $227K |
| 2 | HOBI INTERNATIONAL, INC. HOBI INTERNATIONAL INC. PROFIT SHARING PLAN | BATAVIA IL | 79 | $1.6M | $37K |
| 3 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN |
LAKELAND FL |
| 2,092 |
| $327.8M |
| $1K |
