Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding iShares Russell 2000 Value Etf in their Schedule of Assets, totaling $22.6M 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 | WALMART INC. WALMART 401(K) PLAN | BENTONVILLE AR | 1,670,732 | $50.8B | $18.2M |
| 2 | KASKASKIA WORKSHOP, INC. KASKASKIA WORKSHOP, INC. PROFIT SHARING PLAN | CENTRALIA IL | 87 | $11.5M | $681K |
| 3 | HAWAII ELECTRICIANS ANNUITY PLAN HAWAII ELECTRICIANS ANNUITY PLAN |
HONOLULU HI |
| 2,222 |
| $450.5M |
| $636K |
| 4 | TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN TEAMSTERS LOCAL UNIONS 401 AND 773 HEALTH PLAN | WILKES-BARRE PA | 902 | $27.6M | $588K |
| 5 | BOARD OF TRUSTEES OF HAWAII LONGSHORE PENSION PLAN HAWAII LONGSHORE PENSION PLAN | HONOLULU HI | 842 | $430.0M | $570K |
| 6 | HAWAII ELECTRICIANS PENSION PLAN HAWAII ELECTRICIANS PENSION PLAN | HONOLULU HI | 1,543 | $361.9M | $446K |
| 7 | PENTA GROUP, INC. PENTA GROUP, INC. PROFIT SHARING PLAN | CENTRALIA IL | 85 | $6.4M | $420K |
| 8 | KNIGHTS OF COLUMBUS SUPREME COUNCIL KNIGHTS OF COLUMBUS MASTER TRUST | NEW HAVEN CT | — | $655.5M | $320K |
| 9 | D.F. KING & CO., INC. D.F. KING & CO., INC. PENSION PLAN | NEW YORK NY | 12 | $14.2M | $291K |
| 10 | BOARD OF TRUSTEES, HAWAII HEALTH & WELFARE TRUST FUND HAWAII HEALTH & WELFARE TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 2,073 | $70.9M | $263K |
