Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding iShares Convertible Bond ETF in their Schedule of Assets, totaling $2.4M 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 ELECTRICIANS ANNUITY PLAN HAWAII ELECTRICIANS ANNUITY PLAN | HONOLULU HI | 2,222 | $450.5M | $981K |
| 2 | HAWAII ELECTRICIANS PENSION PLAN HAWAII ELECTRICIANS PENSION PLAN | HONOLULU HI | 1,543 | $361.9M | $697K |
| 3 | BOARD OF TRUSTEES OF HAWAII LONGSHORE PENSION PLAN |
HONOLULU HI |
| 842 |
| $430.0M |
| $449K |
| 4 | BOARD OF TRUSTEES, HAWAII HEALTH & WELFARE TRUST FUND HAWAII HEALTH & WELFARE TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 2,073 | $70.9M | $206K |
| 5 | BOARD OF TRUSTEES, PROFESSIONAL MUSICIANS, LOCAL 47 PROFESSIONAL MUSICIANS, LOCAL 47 AND EMPLOYERS' HEALTH AND WELFARE FUND | PASADENA CA | 920 | $8.2M | $51K |
| 6 | THE CSM GROUP, INC. THE CSM GROUP, INC. SAVINGS PLAN | KALAMAZOO MI | 162 | $21.7M | $21K |
| 7 | TOWERPINKSTER TOWERPINKSTER 401(K) PLAN | KALAMAZOO MI | 217 | $46.6M | $19K |
| 8 | FIDUCIARY WISE LLC FBO ARCELORMITTAL TEXAS HBI, LLC CPR ADVISOR K MEP FIDUCIARY WISE LLC | GILBERT AZ | 248 | $14.1M | $6K |
| 9 | KNIGHT WATCH, INC. KNIGHT WATCH, INC. 401(K) PROFIT SHARING PLAN | KALAMAZOO MI | 136 | $7.0M | $6K |
| 10 | FIDUCIARY WISE, LLC FBO PSN SERVICES, LLC CPR ADVISOR K MEP FIDUCIARY WISE LLC | GILBERT AZ | 806 | $11.8M | $1K |
