Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding iShares Msci Eafe Value ETF in their Schedule of Assets, totaling $27.4M 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 | MANUFACTURERS AND TRADERS TRUST CO M&T BANK CORPORATION PENSION PLAN | BUFFALO NY | 3,459 | $3.2B | $25.4M |
| 2 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $928K |
| 3 | TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN |
WILKES-BARRE PA |
| 902 |
| $27.6M |
| $427K |
| 4 | BOARD OF TRUSTEES, LOS ANGELES POLICE PROTECTIVE LOS ANGELES POLICE PROTECTIVE LEAGUE LEGAL DEFENSE PLAN TRUST | LOS ANGELES CA | 8,203 | $10.8M | $183K |
| 5 | B S K ASSOCIATES B S K ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | FRESNO CA | 169 | $19.9M | $118K |
| 6 | GLOCK, INC. GLOCK, INC. 401(K) PLAN | SMYRNA GA | 637 | $23.4M | $85K |
| 7 | ENGINEERED COOLING SERVICES, LLC ENGINEERED COOLING SERVICES, LLC 401(K) PLAN | PENSACOLA FL | 316 | $13.8M | $75K |
| 8 | ST. JOHN'S HEALTH CARE CORPORATION ST. JOHN'S HEALTH CARE CORPORATION PENSION PLAN | ROCHESTER NY | 72 | $19.9M | $52K |
| 9 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $43K |
| 10 | EARNEST PRODUCTS, INC. EARNEST PRODUCTS, INC. 401(K) PLAN | SANFORD FL | 106 | $3.1M | $25K |
