Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding iShares Russell 1000 Value Etf in their Schedule of Assets, totaling $14.4M 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 | SOUTHWEST POWER POOL, INC. SOUTHWEST POWER POOL, INC. RETIREMENT PLAN | LITTLE ROCK AR | 829 | $159.8M | $7.2M |
| 2 | WASHINGTON-IDAHO CEMENT MASONS EMPLOYERS RETIREMENT TRUST FUND WASHINGTON-IDAHO CEMENT MASONS EMPLOYERS RETIREMENT TRUST FUND | SEATTLE WA | 385 | $42.4M | $3.0M |
| 3 | D.F. KING & CO., INC. |
NEW YORK NY |
| 12 |
| $14.2M |
| $1.2M |
| 4 | KENNICOTT BROTHERS COMPANY KENNICOTT BROTHERS COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | CHICAGO IL | 322 | $46.3M | $1.2M |
| 5 | THE TRUSTEE OF THE CARPENTERS INDUSTRIAL COUNCIL OF EASTERN CARPENTERS INDUSTRIAL COUNCIL OF EASTERN PENNSYLVANIA PENSION PLAN | WEST TRENTON NJ | 0 | $11.3M | $735K |
| 6 | KELLER, INC. KELLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | KAUKAUNA WI | 259 | $178.3M | $444K |
| 7 | JONES DAY JONES DAY RETIREMENT PLAN | CLEVELAND OH | 916 | $1.6B | $239K |
| 8 | HILLSIDE MANOR REHABILITATION AND EXTENDED CARE CENTER, LLC HILLSIDE-HUDSON CASH BALANCE PLAN | JAMAICA NY | 65 | $4.8M | $206K |
| 9 | INSULATORS LOCAL 23 HEALTH AND WELFARE BOARD OF TRUSTEES INSULATORS LOCAL 23 HEALTH AND WELFARE PLAN | GRANTVILLE PA | 145 | $6.6M | $102K |
| 10 | JONES DAY JONES DAY SUPPLEMENTAL SAVINGS PLAN | CLEVELAND OH | 2,227 | $506.6M | $75K |
