Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares MSCI EAFE Intl Idx K Mutual Fund N/A in their Schedule of Assets, totaling $1.0M 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 | VALMARK FINANCIAL GROUP, LLC VALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN | AKRON OH | 135 | $28.5M | $762K |
| 2 | WP HOLDCO LLC WP HOLDCO 401(K) PLAN | ABILENE TX | 171 | $6.9M | $135K |
| 3 | AP THERAPY LLC AP THERAPY LLC 401K PROFIT SHARING PLAN |
ENGLEWOOD CLIFFS NJ |
| 1,727 |
| $6.4M |
| $89K |
| 4 | FAIRWAVE HOLDINGS LLC FAIRWAVE HOLDINGS 401K SAVINGS PLAN | KANSAS CITY MO | 390 | $2.9M | $15K |
