Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares iShares MSCI USA Quality Factor ETF in their Schedule of Assets, totaling $1.3M 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 | ODFJELL HOLDINGS US INC. ODFJELL HOLDINGS (US) INC. DEFINED BENEFIT PLAN | HOUSTON TX | 172 | $24.2M | $567K |
| 2 | LARITECH, INC. RETIREMENT INCOME SECURITY PLAN-LARITECH, INC. | MOORPARK CA | 128 | $6.1M | $420K |
| 3 | TEXAS MEDICAL LIABILITY TRUST TEXAS MEDICAL LIABILITY TRUST CASH BALANCE PLAN |
AUSTIN TX |
| 118 |
| $6.8M |
| $310K |
