Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Ishares Russell 1000 Value ETF Exchange-Traded & Closed-End Fund in their Schedule of Assets, totaling $736K 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 | FOREFRONT DERMATOLOGY, S.C. FOREFRONT DERMATOLOGY CASH BALANCE PENSION PLAN | MANITOWOC WI | 337 | $20.7M | $736K |
