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 USA Small-Cap ETF " in their Schedule of Assets, totaling $619K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BETTERMENT HOLDINGS, INC BETTERMENT 401(K) SAVINGS PLAN | NEW YORK NY | 503 | $89.4M | $362K |
| 2 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $80K |
| 3 | DIGITAL CURRENCY GROUP, INC. DIGITAL CURRENCY GROUP INC. 401(K) PLAN |
STAMFORD CT |
| 385 |
| $32.6M |
| $52K |
| 4 | ASAPP INC. ASAPP INC. 401(K) PLAN | NEW YORK NY | 128 | $25.4M | $28K |
| 5 | CONCENTRIC GROUP, INC. CONCENTRIC ADVISORS 401(K) RETIREMENT PLAN | KIRKLAND WA | 264 | $20.0M | $25K |
| 6 | CATALIST, LLC CATALIST, LLC 401(K) PLAN | WASHINGTON DC | 74 | $11.4M | $23K |
| 7 | CLEARMOTION, INC. CLEARMOTION, INC. 401(K) PLAN | BILLERICA MA | 50 | $11.0M | $12K |
| 8 | GREENSKIES CLEAN ENERGY GREENSKIES 401(K) PLAN | NORTH HAVEN CT | 97 | $6.1M | $6K |
| 9 | HOMETAP EQUITY PARTNERS LLC HOMETAP EQUITY PARTNERS 401(K) PLAN | BOSTON MA | 248 | $12.9M | $5K |
| 10 | PLATFORM SCIENCE, INC. PLATFORM SCIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 318 | $24.0M | $5K |
