Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Ishares 5-10 Year Investment Grade Corporate Bond ETF in their Schedule of Assets, totaling $32.9M 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 | VIATRIS PHARMACEUTICALS LLC PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO | CANONSBURG PA | 623 | $604.1M | $32.8M |
| 2 | FAMILY SERVICES, INC. EMPLOYEE BENEFITS PLAN OF FAMILY SERVICES, INC. | WINSTON-SALEM NC | 16 | $2.3M | $77K |
