Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding S AND ETFs ISHARES RUSSELL 1000 VALUE in their Schedule of Assets, totaling $56K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF THE SHEET METAL WORKERS LOCAL 44 SHEET METAL WORKERS LOCAL 44 WELFARE FUND | WILKES BARRE PA | 193 | $2.9M | $56K |
