Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares 20 Pls Year Exchange-traded fund in their Schedule of Assets, totaling $739K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ZACHARY'S CHICAGO PIZZA, INC. ZACHARY'S CHICAGO PIZZA, INC. EMPLOYEE STOCK OWNERSHIP PLAN | OAKLAND CA | 145 | $29.0M | $734K |
| 2 | COLE PAPERS, INC. COLE PAPERS, INC. PROFIT SHARING PLAN | FARGO ND | 159 | $3.0M | $5K |
