Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares MSCI Total International Index K Mutual funds in their Schedule of Assets, totaling $1.7M 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 | ROSE COMPANIES EMPLOYER, LLC ROSE COMPANIES EMPLOYER 401(K) PLAN | INDEPENDENCE OH | 97 | $36.1M | $820K |
| 2 | USG MANAGEMENT SERVICES OF FLORIDA, INC. USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN | TAMPA FL | 219 | $16.5M | $481K |
| 3 | CHRISTOPHER MORGAN, LLC |
NEW BERLIN WI |
| 73 |
| $7.3M |
| $130K |
| 4 | OGLETHORPE, INC. OGLETHORPE, INC. 401(K) PLAN | BROOKSVILLE FL | 433 | $5.6M | $124K |
| 5 | SAMUEL SHAPIRO & CO., INC. SAMUEL SHAPIRO & CO., INC. PROFIT SHARING TRUST | BALTIMORE MD | 136 | $17.5M | $97K |
