Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding iShares Russell 1000 Growth ETF in their Schedule of Assets, totaling $217.9M 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 | TRUSTEES OF THE PIPE TRADES SERVICES MN PENSION TRUST PIPE TRADES SERVICES MN PENSION FUND | WHITE BEAR LAKE MN | 4,758 | $1.6B | $121.7M |
| 2 | MANUFACTURERS AND TRADERS TRUST CO M&T BANK CORPORATION PENSION PLAN | BUFFALO NY | 3,459 | $3.2B | $71.8M |
| 3 | SOUTHWEST POWER POOL, INC. |
LITTLE ROCK AR |
| 829 |
| $159.8M |
| $11.1M |
| 4 | KENNICOTT BROTHERS COMPANY KENNICOTT BROTHERS COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | CHICAGO IL | 322 | $46.3M | $3.0M |
| 5 | VISION SERVICE PLAN VISION SERVICE PLAN VEBA WELFARE BENEFIT PLAN | RANCHO CORDOVA CA | 666 | $80.4M | $2.7M |
| 6 | BD OF TRUSTEES MICHIANA ELECTRICAL WORKERS HEALTH & WELFARE FUND MICHIANA AREA ELECTRICAL WORKERS HEALTH AND WELFARE FUND | LANSING MI | 1,234 | $40.2M | $1.3M |
| 7 | TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN | WILKES-BARRE PA | 902 | $27.6M | $1.2M |
| 8 | PMC SPECIALTIES GROUP, INC. PMC CONSOLIDATED PENSION PLAN COVERING CERTAIN EMPLOYEE GROUPS | SUN VALLEY CA | 1 | $16.1M | $1.1M |
| 9 | FUND EVALUATION GROUP, LLC FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 138 | $57.1M | $988K |
| 10 | KELLER, INC. KELLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | KAUKAUNA WI | 259 | $178.3M | $949K |
