Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding iShares Russell 1000 Growth ETF in their Schedule of Assets, totaling $16.8M 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 | SOUTHWEST POWER POOL, INC. SOUTHWEST POWER POOL, INC. RETIREMENT PLAN | LITTLE ROCK AR | 829 | $159.8M | $11.1M |
| 2 | KENNICOTT BROTHERS COMPANY KENNICOTT BROTHERS COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | CHICAGO IL | 322 | $46.3M | $3.0M |
| 3 | FUND EVALUATION GROUP, LLC |
CINCINNATI OH |
| 138 |
| $57.1M |
| $988K |
| 4 | KELLER, INC. KELLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | KAUKAUNA WI | 259 | $178.3M | $949K |
| 5 | THE TRUSTEE OF THE CARPENTERS INDUSTRIAL COUNCIL OF EASTERN CARPENTERS INDUSTRIAL COUNCIL OF EASTERN PENNSYLVANIA PENSION PLAN | WEST TRENTON NJ | 0 | $11.3M | $593K |
| 6 | HILLSIDE MANOR REHABILITATION AND EXTENDED CARE CENTER, LLC HILLSIDE-HUDSON CASH BALANCE PLAN | JAMAICA NY | 65 | $4.8M | $187K |
