Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares S&P Small-Cap 600 Value in their Schedule of Assets, totaling $432K 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 | ERDMAN COMPANY ERDMAN COMPANY EMPLOYEES PROFIT SHARING/401(K) PLAN | MADISON WI | 53 | $22.7M | $394K |
| 2 | BOARD OF TRUSTEES LOCAL 318 HEALTH & WELFARE TRUST FUND USW LOCAL 318 HEALTH & WELFARE TRUST FUND | BARNEGAT NJ | 237 | $757K | $38K |
