Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding iShares in their Schedule of Assets, totaling $272.3M 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 | APPALACHIAN REGIONAL HEALTHCARE, INC. APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN | HAZARD KY | 855 | $155.4M | $58.5M |
| 2 | APPALACHIAN REGIONAL HEALTHCARE, INC APPALACHIAN REGIONAL HEALTHCARE, INC. RETIREMENT PLAN | HAZARD KY | 373 | $120.0M | $45.2M |
| 3 | WOLF & COMPANY, P.C. |
BOSTON MA |
| 178 |
| $63.3M |
| $24.4M |
| 4 | LEGAL SERVICES NYC THE LEGAL SERVICES NYC TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 721 | $130.5M | $20.3M |
| 5 | NORTHWEST BANK NORTHWEST BANK PENSION PLAN | WARREN PA | 992 | $219.6M | $17.0M |
| 6 | ITHAKA HARBORS, INC. ITHAKA HARBORS, INC. 403(B) RETIREMENT PLAN | NEW YORK NY | 415 | $161.1M | $15.3M |
| 7 | MOD SUPER FAST PIZZA, LLC RETIREMENT INCOME SECURITY PLAN-MOD PIZZA | BELLEVUE WA | 2,349 | $12.7M | $7.0M |
| 8 | NEVILLE CHEMICAL COMPANY PENSION PLAN FOR HOURLY EMPLOYEES OF NEVILLE CHEMICAL COMPANY | PITTSBURGH PA | 26 | $21.8M | $6.8M |
| 9 | ATKINS & PEARCE, INC. ATKINS & PEARCE RETIREMENT PLAN | COVINGTON KY | 73 | $11.9M | $6.3M |
| 10 | KORBER TECHNOLOGIES, INC. HAUNI RICHMOND, INC. PENSION PLAN | RICHMOND VA | 67 | $37.6M | $6.0M |
