Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding iShares Russell 1000 Value Etf in their Schedule of Assets, totaling $245.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | $179.2M |
| 2 | MANUFACTURERS AND TRADERS TRUST CO M&T BANK CORPORATION PENSION PLAN | BUFFALO NY | 3,459 | $3.2B | $47.3M |
| 3 | SOUTHWEST POWER POOL, INC. |
LITTLE ROCK AR |
| 829 |
| $159.8M |
| $7.2M |
| 4 | WASHINGTON-IDAHO CEMENT MASONS EMPLOYERS RETIREMENT TRUST FUND WASHINGTON-IDAHO CEMENT MASONS EMPLOYERS RETIREMENT TRUST FUND | SEATTLE WA | 385 | $42.4M | $3.0M |
| 5 | BD OF TRUSTEES MICHIANA ELECTRICAL WORKERS HEALTH & WELFARE FUND MICHIANA AREA ELECTRICAL WORKERS HEALTH AND WELFARE FUND | LANSING MI | 1,234 | $40.2M | $1.4M |
| 6 | D.F. KING & CO., INC. D.F. KING & CO., INC. PENSION PLAN | NEW YORK NY | 12 | $14.2M | $1.2M |
| 7 | KENNICOTT BROTHERS COMPANY KENNICOTT BROTHERS COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | CHICAGO IL | 322 | $46.3M | $1.2M |
| 8 | BARASCH & MCGARRY, P.C. DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC CASH BALANCE PLAN | NEW YORK NY | 146 | $15.1M | $743K |
| 9 | THE TRUSTEE OF THE CARPENTERS INDUSTRIAL COUNCIL OF EASTERN CARPENTERS INDUSTRIAL COUNCIL OF EASTERN PENNSYLVANIA PENSION PLAN | WEST TRENTON NJ | 0 | $11.3M | $735K |
| 10 | HOFFMASTER GROUP, INC. HOFFMASTER GROUP CONSOLIDATED PENSION PLAN | OSHKOSH WI | 10 | $8.2M | $720K |
