Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding iShares ESG Aware MSCI USA ETF Exchange-traded fund in their Schedule of Assets, totaling $1.2M 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 | MINISTRY CENTERED TECHNOLOGIES, INC. MINISTRY CENTERED TECHNOLOGIES, INC. 401(K) PLAN | CARLSBAD CA | 169 | $17.2M | $704K |
| 2 | UPDATER INC. UPDATER INC. 401(K) PLAN | BEAVERTON OR | 166 | $13.5M | $118K |
| 3 | STICKER MULE, LLC STICKER MULE, LLC 401(K) PLAN |
AMSTERDAM NY |
| 805 |
| $18.0M |
| $84K |
| 4 | SKILLSHARE, INC. SKILLSHARE, INC. 401(K) PLAN | NEW YORK NY | 35 | $9.6M | $77K |
| 5 | MEETUP LLC MEETUP LLC 401(K) PLAN | RALEIGH NC | 12 | $4.0M | $55K |
| 6 | OURARING INC. OURA RING INC 401(K) PLAN | SAN FRANCISCO CA | 364 | $16.0M | $46K |
| 7 | TRUSTED HEALTH, INC. TRUSTED HEALTH, INC. 401(K) PLAN | SAN FRANCISCO CA | 1,395 | $21.3M | $32K |
| 8 | DYNAMO SOFTWARE, INC. DYNAMO SOFTWARE INC 401(K) PROFIT SHARING PLAN AND TRUST | WATERTOWN MA | 143 | $16.7M | $28K |
| 9 | CARIBOU CARIBOU 401(K) PLAN | WASHINGTON DC | 181 | $8.6M | $17K |
| 10 | SPR PACKAGING LLC SPR PACKAGING, LLC 401(K) PLAN | ROCKWALL TX | 341 | $13.4M | $9K |
