Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding iShares MSCI USA Quality Factor ETF in their Schedule of Assets, totaling $57.8M 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 | $47.3M |
| 2 | BOARD OF TRUSTEES NORTHERN CALI GENERAL TEAMSTERS SECURITY FUND NORTHERN CALIFORNIA GENERAL TEAMSTERS SECURITY FUND | STOCKTON CA | 20,810 | $633.5M | $7.5M |
| 3 | TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN |
WILKES-BARRE PA |
| 902 |
| $27.6M |
| $980K |
| 4 | HAWAII ELECTRICIANS ANNUITY PLAN HAWAII ELECTRICIANS ANNUITY PLAN | HONOLULU HI | 2,222 | $450.5M | $677K |
| 5 | HAWAII ELECTRICIANS PENSION PLAN HAWAII ELECTRICIANS PENSION PLAN | HONOLULU HI | 1,543 | $361.9M | $475K |
| 6 | HILLSIDE MANOR REHABILITATION AND EXTENDED CARE CENTER, LLC HILLSIDE-HUDSON CASH BALANCE PLAN | JAMAICA NY | 65 | $4.8M | $236K |
| 7 | BOARD OF TRUSTEES OF HAWAII LONGSHORE PENSION PLAN HAWAII LONGSHORE PENSION PLAN | HONOLULU HI | 842 | $430.0M | $199K |
| 8 | B S K ASSOCIATES B S K ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | FRESNO CA | 169 | $19.9M | $144K |
| 9 | BOARD OF TRUSTEES, HAWAII HEALTH & WELFARE TRUST FUND HAWAII HEALTH & WELFARE TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 2,073 | $70.9M | $139K |
| 10 | EXP GROUP LLC EXP GROUP LLC PROFIT SHARING PLAN | NORTH BERGEN NJ | 127 | $3.3M | $135K |
