Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares S&P 500 Value ETF Mutual Fund in their Schedule of Assets, totaling $157K 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 | OPTRONICS INTERNATIONAL, LLC OPTRONICS INTERNATIONAL, LLC EMPLOYEES SAVINGS TRUST | TULSA OK | 153 | $7.2M | $97K |
| 2 | FIDUCIARY WISE, LLC FBO MEDICINE CREEK ENTERPRISE CORPORATION MAKE SENSE 401K FIDUCIARY WISE, LLC | GILBERT AZ | 289 | $2.4M | $60K |
