Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares U.S. Equity Factor Rotation Exchange traded fund in their Schedule of Assets, totaling $172K 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 | RUMIANO CHEESE CO. RUMIANO CHEESE CO. 401(K) PROFIT SHARING PLAN | WILLOWS CA | 161 | $7.0M | $90K |
| 2 | IEA, INC. IEA, INC. EMPLOYEE STOCK OWNERSHIP PLAN | DALLAS TX | 123 | $1.8M | $82K |
