Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding iShares ESG Aware MSCI USA ETF iShares 0 in their Schedule of Assets, totaling $155K 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 | THEKEY THEKEY 401(K) PLAN | LA JOLLA CA | 9,548 | $32.3M | $48K |
| 2 | PIVOT BIO PIVOT BIO 401(K) P/S PLAN | BERKELEY CA | 332 | $28.8M | $47K |
| 3 | THE PROTECT DEMOCRACY PROJECT THE PROTECT DEMOCRACY PROJECT 401(K) PS PLAN | WASHINGTON DC |
| 119 |
| $11.9M |
| $39K |
| 4 | NOVOGRADAC & COMPANY LLP NOVOGRADAC & COMPANY LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 772 | $136.5M | $5K |
| 5 | MILK + HONEY HOLDINGS, LLC MILK + HONEY HOLDINGS, LLC 401(K) P/S PLAN | AUSTIN TX | 536 | $5.8M | $5K |
| 6 | NORTAL, LLC NORTAL, LLC 401(K) PROFIT SHARING PLAN | KIRKLAND WA | 56 | $8.8M | $5K |
| 7 | TRANSITIONAL LEARNING CENTER AT GALVESTON TRANSITIONAL LEARNING CENTER 401(K) PLAN | HOUSTON TX | 286 | $5.2M | $2K |
| 8 | SFE INTERMEDIATE HOLDCO, LLC. SOUTHWEST FOODSERVICE EXCELLENCE 401(K) PLAN | SCOTTSDALE AZ | 8,163 | $12.5M | $2K |
| 9 | METRC LLC METRC LLC 401(K) P/S PLAN | LAKELAND FL | 194 | $6.8M | $2K |
| 10 | AXIOM CONSTRUCTION & CONSULTING, LLC AXIOM CONSTR & CONSULTING LLC 401(K) PS PLAN | LYNDEN WA | 188 | $9.7M | $1K |
