Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding iShares S&P 500 Value ETF in their Schedule of Assets, totaling $5.8M 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 | LEISTRITZ ADVANCED TECHNOLOGIES CORP. LEISTRITZ ADVANCED TECHNOLOGIES CORP. RETIREMENT PLAN | ALLENDALE NJ | 0 | $17.2M | $1.5M |
| 2 | Z & M SHEET METAL, INC. Z & M SHEET METAL, INC. PROFIT SHARING PLAN | CHANTILLY VA | 116 | $10.2M | $828K |
| 3 | FLORIDA TOURISM INDUSTRY MARKETING CORPORATION, INC. DBA VISIT FLORIDA |
TALLAHASSEE FL |
| 85 |
| $13.0M |
| $731K |
| 4 | KASKASKIA WORKSHOP, INC. KASKASKIA WORKSHOP, INC. PROFIT SHARING PLAN | CENTRALIA IL | 87 | $11.5M | $724K |
| 5 | AMERICAN GUILD OF VARIETY ARTISTS WELFARE TRUST FUND AMERICAN GUILD OF VARIETY ARTISTS WELFARE TRUST FU | NEW YORK NY | 232 | $14.0M | $673K |
| 6 | POPLI, ARCHITECTURE ENGINEERING & L.S. D.P.C. POPLI, ARCHITECTURE ENGINEERING & L.S. D.P.C. SAVINGS AND INVESTMENT PLAN | PENFIELD NY | 191 | $16.6M | $377K |
| 7 | PENTA GROUP, INC. PENTA GROUP, INC. PROFIT SHARING PLAN | CENTRALIA IL | 85 | $6.4M | $296K |
| 8 | PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. RETIREMENT PLAN | HONOLULU HI | 26 | $21.5M | $226K |
| 9 | KPH HEALTHCARE SERVICES, INC. KPH HEALTHCARE SERVICES, INC. PENSION PLAN | GOUVERNEUR NY | 104 | $23.5M | $191K |
| 10 | FAMILY SERVICES, INC. EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC. | WINSTON-SALEM NC | 16 | $2.3M | $83K |
