Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding iShares MSCI EAFE International Index K Mutual fund in their Schedule of Assets, totaling $45.8M 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 | THE S2 HR GROUP, LLC ENGAGE PEO RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 30,449 | $1.0B | $12.1M |
| 2 | SWBC PROFESSIONAL EMPLOYER SERVICES V, LLC SWBC PROFESSIONAL EMPLOYER SERVICES 401(K) PLAN | BULVERDE TX | 11,989 | $201.2M | $5.1M |
| 3 | THE CARDIOVASCULAR GROUP, P.C. D/B/A VIRGINIA HEART |
FALLS CHURCH VA |
| 405 |
| $82.6M |
| $3.3M |
| 4 | RAYONIER INC. RAYONIER INVESTMENT AND SAVINGS PLAN FOR SALARIED EMPLOYEES | WILDLIGHT FL | 335 | $122.7M | $3.0M |
| 5 | ELKAY INTERIOR SYSTEMS INTERNATIONAL, INC. ELKAY INTERIOR SYSTEMS INTERNATIONAL, INC. 401(K) PLAN | MILWAUKEE WI | 229 | $24.6M | $2.5M |
| 6 | IPL US HOLDING COMPANY IPL US HOLDING COMPANY 401(K) RETIREMENT PLAN | LEES SUMMIT MO | 851 | $44.6M | $2.4M |
| 7 | FUSION RISK MANAGEMENT, INC FUSION RISK MANAGEMENT, INC. 401(K) PLAN & TRUST | CHICAGO IL | 226 | $24.0M | $2.0M |
| 8 | UPLAND SOFTWARE, INC. UPLAND SOFTWARE INC. 401(K) | AUSTIN TX | 431 | $65.2M | $2.0M |
| 9 | COLE SCHOTZ P.C. COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN | HACKENSACK NJ | 361 | $136.5M | $1.1M |
| 10 | GO-HIRE EMPLOYMENT AND DEVELOPMENT INC GO-HIRE EMPLOYMENT AND DEVELOPMENT, INC. 401(K) PLAN | HAZARD KY | 810 | $17.2M | $1.1M |
