Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares MSCI EAFE Value in their Schedule of Assets, totaling $1.2M 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 | VILLA LIGHTING SUPPLY COMPANY VILLA LIGHTING SUPPLY COMPANY PROFIT SHARING PLAN | ST LOUIS MO | 128 | $44.5M | $458K |
| 2 | HSTA VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST VOLUNTARY EMPLOYEES BENEFICIARY TRUST | HONOLULU HI | 3,335 | $25.3M | $450K |
| 3 | BOARD OF TRUSTEES, BAY AREA ROOFERS HEALTH AND WELFARE |
SAN JOSE CA |
| 2,043 |
| $41.0M |
| $277K |