Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding iShares ESG Aware MSCI USA Small-Cap in their Schedule of Assets, totaling $5K 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 | APPTEGY, INC. APPTEGY, INC. 401(K) PLAN | LITTLE ROCK AR | 278 | $9.3M | $5K |
