Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares MSCI EAFE Value ETF Mutual fund in their Schedule of Assets, totaling $35K 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 | HEALTHGRAM, INC. HEALTHGRAM, INC. 401(K) PLAN | CHARLOTTE NC | 123 | $8.4M | $31K |
| 2 | SURFACE MOUNT TECHNOLOGY CORPORATION SURFACE MOUNT TECHNOLOGY CORPORATION 401K PLAN AND TRUST | APPLETON WI | 165 | $6.0M | $4K |
