Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding iShares Russell 2000 Value Etf in their Schedule of Assets, totaling $3.0M 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 | KASKASKIA WORKSHOP, INC. KASKASKIA WORKSHOP, INC. PROFIT SHARING PLAN | CENTRALIA IL | 87 | $11.5M | $681K |
| 2 | HAWAII ELECTRICIANS ANNUITY PLAN HAWAII ELECTRICIANS ANNUITY PLAN | HONOLULU HI | 2,222 | $450.5M | $636K |
| 3 | HAWAII ELECTRICIANS PENSION PLAN HAWAII ELECTRICIANS PENSION PLAN |
HONOLULU HI |
| 1,543 |
| $361.9M |
| $446K |
| 4 | PENTA GROUP, INC. PENTA GROUP, INC. PROFIT SHARING PLAN | CENTRALIA IL | 85 | $6.4M | $420K |
| 5 | KNIGHTS OF COLUMBUS SUPREME COUNCIL KNIGHTS OF COLUMBUS MASTER TRUST | NEW HAVEN CT | — | $655.5M | $320K |
| 6 | D.F. KING & CO., INC. D.F. KING & CO., INC. PENSION PLAN | NEW YORK NY | 12 | $14.2M | $291K |
| 7 | KENNICOTT BROTHERS COMPANY KENNICOTT BROTHERS COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | CHICAGO IL | 322 | $46.3M | $117K |
| 8 | HILLSIDE MANOR REHABILITATION AND EXTENDED CARE CENTER, LLC HILLSIDE-HUDSON CASH BALANCE PLAN | JAMAICA NY | 65 | $4.8M | $63K |
| 9 | CHICAGO FEDERATION OF MUSICIANS EMPLOYERS WELFARE FUND CHICAGO FEDERATION OF MUSICIANS EMPLOYERS WELFARE | CHICAGO IL | 36 | $1.2M | $14K |
