Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares MSCI USA Quality Factor ETF in their Schedule of Assets, totaling $9.0M 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 | BOARD OF TRUSTEES NORTHERN CALI GENERAL TEAMSTERS SECURITY FUND NORTHERN CALIFORNIA GENERAL TEAMSTERS SECURITY FUND | STOCKTON CA | 20,810 | $633.5M | $7.5M |
| 2 | HAWAII ELECTRICIANS ANNUITY PLAN HAWAII ELECTRICIANS ANNUITY PLAN | HONOLULU HI | 2,222 | $450.5M | $677K |
| 3 | HAWAII ELECTRICIANS PENSION PLAN |
HONOLULU HI |
| 1,543 |
| $361.9M |
| $475K |
| 4 | HILLSIDE MANOR REHABILITATION AND EXTENDED CARE CENTER, LLC HILLSIDE-HUDSON CASH BALANCE PLAN | JAMAICA NY | 65 | $4.8M | $236K |
| 5 | EXP GROUP LLC EXP GROUP LLC PROFIT SHARING PLAN | NORTH BERGEN NJ | 127 | $3.3M | $135K |
