Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding iShares Msci Eafe Value ETF in their Schedule of Assets, totaling $39.4M 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 | MANUFACTURERS AND TRADERS TRUST CO M&T BANK CORPORATION PENSION PLAN | BUFFALO NY | 3,459 | $3.2B | $25.4M |
| 2 | BOARD OF TRUSTEES NORTHERN CALI GENERAL TEAMSTERS SECURITY FUND NORTHERN CALIFORNIA GENERAL TEAMSTERS SECURITY FUND | STOCKTON CA | 20,810 | $633.5M | $11.9M |
| 3 | GASTRO HEALTH, LLC |
MIAMI FL |
| 2,155 |
| $264.2M |
| $928K |
| 4 | TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN | WILKES-BARRE PA | 902 | $27.6M | $427K |
| 5 | BOARD OF TRUSTEES, LOS ANGELES POLICE PROTECTIVE LOS ANGELES POLICE PROTECTIVE LEAGUE LEGAL DEFENSE PLAN TRUST | LOS ANGELES CA | 8,203 | $10.8M | $183K |
| 6 | EXP GROUP LLC EXP GROUP LLC PROFIT SHARING PLAN | NORTH BERGEN NJ | 127 | $3.3M | $122K |
| 7 | B S K ASSOCIATES B S K ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | FRESNO CA | 169 | $19.9M | $118K |
| 8 | GLOCK, INC. GLOCK, INC. 401(K) PLAN | SMYRNA GA | 637 | $23.4M | $85K |
| 9 | ENGINEERED COOLING SERVICES, LLC ENGINEERED COOLING SERVICES, LLC 401(K) PLAN | PENSACOLA FL | 316 | $13.8M | $75K |
| 10 | ST. JOHN'S HEALTH CARE CORPORATION ST. JOHN'S HEALTH CARE CORPORATION PENSION PLAN | ROCHESTER NY | 72 | $19.9M | $52K |
