Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding iShares ESG Aware MSCI USA ETF " in their Schedule of Assets, totaling $3.0M 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 | BETTERMENT HOLDINGS, INC BETTERMENT 401(K) SAVINGS PLAN | NEW YORK NY | 503 | $89.4M | $2.2M |
| 2 | SNOWDEN CAPITAL ADVISORS LLC SNOWDEN CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 146 | $21.2M | $412K |
| 3 | CLEARMOTION, INC. CLEARMOTION, INC. 401(K) PLAN |
BILLERICA MA |
| 50 |
| $11.0M |
| $119K |
| 4 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $69K |
| 5 | PLATFORM SCIENCE, INC. PLATFORM SCIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 318 | $24.0M | $52K |
| 6 | CAPSULE CORP CAPSULE 401(K) PLAN | NEW YORK NY | 1,471 | $18.4M | $39K |
| 7 | KIWICO, INC. KIWICO, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 148 | $9.9M | $37K |
| 8 | ASAPP INC. ASAPP INC. 401(K) PLAN | NEW YORK NY | 128 | $25.4M | $36K |
| 9 | AVALON ADMINISTRATIVE SERVICES, LLC AVALON ADMINISTRATIVE SERVICES, LLC 401(K) PLAN | TAMPA FL | 242 | $14.6M | $26K |
| 10 | BITLY, INC. BITLY 401(K) PLAN | NEW YORK NY | 173 | $22.4M | $22K |
