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 Registered investment company in their Schedule of Assets, totaling $254K 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 | BELLEVUE HEALTHCARE II INC. BELLEVUE HEALTHCARE 401(K) PLAN | REDMOND WA | 246 | $5.2M | $132K |
| 2 | SHEET METAL WORKERS LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND | PARMA OH | 202 | $2.2M | $122K |
