Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s iShares Russell 2000 Value ETF in their Schedule of Assets, totaling $10.9M 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 | HAWAII SHEET METAL WORKERS PENSION FUND HAWAII SHEET METAL WORKERS PENSION FUND | HONOLULU HI | 430 | $316.2M | $8.5M |
| 2 | HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING FUND HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING | HONOLULU HI | 439 | $108.9M | $2.4M |
