Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding iShares iShares Russell 1000 Value ETF in their Schedule of Assets, totaling $7.2M 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 | FULTON FINANCIAL CORPORATION FULTON FINANCIAL AFFILIATES DEFINED BENEFIT PENSION PLAN | LANCASTER PA | 76 | $85.6M | $3.4M |
| 2 | OMNIMAX INTERNATIONAL, LLC EURAMAX INTERNATIONAL, INC. RETIREMENT INCOME PLAN | PEACHTREE CORNERS GA | 83 | $14.3M | $2.5M |
| 3 | MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST |
LANSING MI |
| 1,282 |
| $12.5M |
| $1.2M |
| 4 | GEORGIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS' GROUP INSURANCE TRUST GEORGIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS' GROUP INSURANCE TRUST FUND HEALTH AND WELFARE PLAN | ALPHARETTA GA | 676 | $1.1M | $75K |
| 5 | HOBI INTERNATIONAL, INC. HOBI INTERNATIONAL INC. PROFIT SHARING PLAN | BATAVIA IL | 79 | $1.6M | $38K |
| 6 | RUDOLPH CHEVROLET, LLC RUDOLPH CHEVROLET, LLC 401(K) PLAN | EL PASO TX | 255 | $8.4M | $9K |