Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding iShares MSCI EAFE Value ETF Exchange-Traded Fund 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.
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 | CARPENTERS VACATION, HOLIDAY, AND SICK LEAVE TRUST FUND FOR NORTHERN C CARPENTERS VACATION, HOLIDAY, AND SICK LEAVE TRUST FUND FOR NORTHERN CALIFORNIA | OAKLAND CA | 24,332 | $104.2M | $411K |
| 2 | BOARD OF TRUSTEES OF HEAT AND FROST INSULATORS OF NO. CALIF., LOCAL 16 HEAT AND FROST INSULATORS OF NO. CALIF., LOCAL 16 HEALTH AND WELFARE FUND | PLEASANTON CA | 589 | $16.1M | $247K |
| 3 |
MONTGOMERY AL |
| 8 |
| $6.8M |
| $144K |
| 4 | CNHI, LLC THE JOHNSTOWN TRIBUNE PUBLISHING COMPANY BARGAINING PENSION PLAN | MONTGOMERY AL | 9 | $7.0M | $144K |
| 5 | ALLAN FRANK AND MYRON GROSSMAN LANDSCAPE CONTRACTORS, INC. FRANK & GROSSMAN EMPLOYEE STOCK OWNERSHIP PLAN | HAYWARD CA | 226 | $13.0M | $39K |
| 6 | TIGER MANAGEMENT L.L.C. TIGER MANAGEMENT L.L.C. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 65 | $33.7M | $35K |
