Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares S&P Small-Cap 600 Value ETF in their Schedule of Assets, totaling $28.1M 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 | MANUFACTURERS AND TRADERS TRUST CO M&T BANK CORPORATION PENSION PLAN | BUFFALO NY | 3,459 | $3.2B | $27.9M |
| 2 | ANDERSON HAY & GRAIN CO., INC. ANDERSON GROUP 401(K) SAVINGS PLAN | ELLENSBURG WA | 164 | $14.0M | $205K |
| 3 | FLORIDA TOURISM INDUSTRY MARKETING CORPORATION, INC. DBA VISIT FLORIDA |
TALLAHASSEE FL |
| 85 |
| $13.0M |
| $37K |
