Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares 1-3 Year Treasury Bond in their Schedule of Assets, totaling $4.3M 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 | UFCW UNION LOCAL 88 & EMPLOYERS HEALTH & UFCW UNION LOCAL 88 & EMPLOYERS HEALTH & WELFARE F | ST. LOUIS MO | 1,050 | $21.5M | $2.6M |
| 2 | ORTHOPEDIC ASSOCIATES OF LONG ISLAND PHYSICIANS AND MEDICAL GROUP, PLL PRECISIONCARE 401(K) PROFIT SHARING PLAN | E. SETAUKET NY | 89 | $12.6M | $962K |
| 3 | BOLTON & MENK, INC. |
MANKATO MN |
| 1,046 |
| $77.7M |
| $549K |
| 4 | FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE IN | 332 | $63.5M | $123K |
| 5 | WORCESTER ENVELOPE COMPANY WORCESTER ENVELOPE COMPANY EMPLOYEES' PENSION PLAN | AUBURN MA | 28 | $6.7M | $55K |
