Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Ishares TR MSCI USA Value Factor in their Schedule of Assets, totaling $255K 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 | KOBRE & KIM LLP KOBRE & KIM LLP PENSION PLAN | NEW YORK NY | 77 | $17.2M | $255K |
