Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Ishares Russell 1000 Value ETF Mutual Fund in their Schedule of Assets, totaling $1.6M 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 | GALLIKER DAIRY COMPANY RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF GALLIKER DAIRY COMPANY | JOHNSTOWN PA | 77 | $18.2M | $1.1M |
| 2 | AGRI-BUSINESS BENEFIT GROUP, INC. AGRI-BUSINESS BENEFIT GROUP, INC. EMPLOYEE HEALTH CARE PLAN | HUTCHINSON KS | 2,414 | $15.4M | $571K |
