Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares Russell Midcap Value ETF in their Schedule of Assets, totaling $1.3M 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 | COMMERCE BANCSHARES, INC. COMMERCE BANCSHARES, INC RESTATED RETIREMENT PLAN | SAINT LOUIS MO | 694 | $87.0M | $616K |
| 2 | INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORK INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULA AND ALLIED WORKERS LOCAL NO. 1 PENSION PLAN | EARTH CITY MO | 391 | $156.6M | $424K |
| 3 |
ALLENDALE NJ |
| 0 |
| $17.2M |
| $249K |
| 4 | CHICAGO FEDERATION OF MUSICIANS EMPLOYERS WELFARE FUND CHICAGO FEDERATION OF MUSICIANS EMPLOYERS WELFARE | CHICAGO IL | 36 | $1.2M | $23K |
| 5 | BETTERMENT HOLDINGS, INC BETTERMENT 401(K) SAVINGS PLAN | NEW YORK NY | 503 | $89.4M | $399 |
