Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares Core Moderate Allocation ETF in their Schedule of Assets, totaling $71K 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 | LASER HOLDINGS, LLC LASER HOLDINGS, LLC 401(K) P/S PLAN | SUFFERN NY | 259 | $2.3M | $57K |
| 2 | KENNICOTT BROTHERS COMPANY KENNICOTT BROTHERS COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | CHICAGO IL | 322 | $46.3M | $14K |