Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding iShares 0-5 Year TIPS Bond ETF " in their Schedule of Assets, totaling $4.2M 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 | CHEROKEE DISTRIBUTING COMPANY, INC. CHEROKEE DISTRIBUTING COMPANY INC EMPLOYEES' PROFIT-SHARING PLAN | KNOXVILLE TN | 362 | $32.8M | $1.7M |
| 2 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $707K |
| 3 | BETTERMENT HOLDINGS, INC |
NEW YORK NY |
| 503 |
| $89.4M |
| $336K |
| 4 | NW STAFFING LLC NW STAFFING LLC 401(K) P/S PLAN | LITTLE ROCK AR | 0 | $0 | $277K |
| 5 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $182K |
| 6 | PLATFORM SCIENCE, INC. PLATFORM SCIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 318 | $24.0M | $132K |
| 7 | CONCENTRIC GROUP, INC. CONCENTRIC ADVISORS 401(K) RETIREMENT PLAN | KIRKLAND WA | 264 | $20.0M | $93K |
| 8 | CAPSULE CORP CAPSULE 401(K) PLAN | NEW YORK NY | 1,471 | $18.4M | $75K |
| 9 | GREENSKIES CLEAN ENERGY GREENSKIES 401(K) PLAN | NORTH HAVEN CT | 97 | $6.1M | $75K |
| 10 | CLEARMOTION, INC. CLEARMOTION, INC. 401(K) PLAN | BILLERICA MA | 50 | $11.0M | $71K |
