Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares Trust Core MSCI EAFE ETF in their Schedule of Assets, totaling $377K 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 | VALEO FINANCIAL ADVISORS, LLC VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | CARMEL IN | 183 | $28.4M | $203K |
| 2 | DLC MANAGEMENT CORPORATION DLC MANAGEMENT 401(K) PLAN | ELSMFORD NY | 143 | $14.6M | $96K |
| 3 | SOUTHLAND STEEL FABRICATORS, INC. SOUTHLAND STEEL FABRICATORS, INC. DEFINED BENEFIT PLAN AND TRUST |
AMITE LA |
| 252 |
| $848K |
| $78K |
