Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding iShares ESG Aware MSCI EAFE ETF " in their Schedule of Assets, totaling $1.6M 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 | BETTERMENT HOLDINGS, INC BETTERMENT 401(K) SAVINGS PLAN | NEW YORK NY | 503 | $89.4M | $1.2M |
| 2 | CATALIST, LLC CATALIST, LLC 401(K) PLAN | WASHINGTON DC | 74 | $11.4M | $89K |
| 3 | GREENSKIES CLEAN ENERGY GREENSKIES 401(K) PLAN | NORTH HAVEN |
| 97 |
| $6.1M |
| $65K |
| 4 | CLEARMOTION, INC. CLEARMOTION, INC. 401(K) PLAN | BILLERICA MA | 50 | $11.0M | $49K |
| 5 | SENSIBA LLP SENSIBA LLP 401(K) PLAN & TRUST | SAN RAMON CA | 387 | $47.6M | $41K |
| 6 | AG1 USA INC. ATHLETIC GREENS USA 401(K) PLAN | CARSON CITY NV | 207 | $12.8M | $38K |
| 7 | PLATFORM SCIENCE, INC. PLATFORM SCIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 318 | $24.0M | $27K |
| 8 | CAPSULE CORP CAPSULE 401(K) PLAN | NEW YORK NY | 1,471 | $18.4M | $21K |
| 9 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $15K |
| 10 | AVALON ADMINISTRATIVE SERVICES, LLC AVALON ADMINISTRATIVE SERVICES, LLC 401(K) PLAN | TAMPA FL | 242 | $14.6M | $14K |
