Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares Russell 2000 Value Index in their Schedule of Assets, totaling $4.8M 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 | I.U.O.E. LOCAL 132 PENSION FUND I.U.O.E. LOCAL 132 PENSION FUND | HUNTINGTON WV | 1,524 | $559.3M | $3.4M |
| 2 | SHEET METAL WORKERS LOCAL #44 RETIREMENT INCOME PLAN SHEET METAL WORKERS LOCAL #44 RETIREMENT INCOME PLAN | WILKES BARRE PA | 181 | $35.2M | $1.4M |
