Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares Tr in their Schedule of Assets, totaling $3.3M 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 | BOARD OF TRUSTEES OF CENTRAL TEXAS HEALTH AND BENEFIT FUND CENTRAL TEXAS HEALTH AND BENEFIT PLAN | ALBUQUERQUE NM | 4,850 | $39.0M | $2.2M |
| 2 | PIPE FITTERS LOCAL #211 WELFARE TRUST FUND PIPE FITTERS LOCAL UNION 211 WELFARE TRUST FUND | HOUSTON TX | 2,255 | $56.6M | $965K |
| 3 | TIDEWATER BARGE LINES, INC. |
VANCOUVER WA |
| 13 |
| $15.7M |
| $146K |
| 4 | MERCY HEALTH & REHABILITATION CENTER NURSING HOME CO., INC MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN | AUBURN NY | 20 | $717K | $25K |
