Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares Russell 1000 Value " in their Schedule of Assets, totaling $7.4M 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 | NEW YORK STATE UNITED TEACHERS NYSUT RETIREE VEBA HEALTH FUND | LATHAM NY | 390 | $46.4M | $5.0M |
| 2 | BARASCH & MCGARRY, PC DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 206 | $19.3M | $1.8M |
| 3 | CREDIT UNION CONSORTIUM |
INDIANAPOLIS IN |
| 3,666 |
| $32.3M |
| $463K |
| 4 | ANDERSON HAY & GRAIN CO., INC. ANDERSON GROUP 401(K) SAVINGS PLAN | ELLENSBURG WA | 164 | $14.0M | $51K |
