Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding iShares ESG Aware MSCI USA Small-Cap ETF Exchange-traded fund in their Schedule of Assets, totaling $158K 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 | $101K |
| 2 | UPDATER INC. UPDATER INC. 401(K) PLAN | BEAVERTON OR | 166 | $13.5M | $15K |
| 3 | SKILLSHARE, INC. SKILLSHARE, INC. 401(K) PLAN |
NEW YORK NY |
| 35 |
| $9.6M |
| $9K |
| 4 | STICKER MULE, LLC STICKER MULE, LLC 401(K) PLAN | AMSTERDAM NY | 805 | $18.0M | $8K |
| 5 | MEETUP LLC MEETUP LLC 401(K) PLAN | RALEIGH NC | 12 | $4.0M | $5K |
| 6 | TRUSTED HEALTH, INC. TRUSTED HEALTH, INC. 401(K) PLAN | SAN FRANCISCO CA | 1,395 | $21.3M | $5K |
| 7 | TEXAS TRIBUNE, INC TEXAS TRIBUNE 401(K) PLAN | AUSTIN TX | 79 | $4.3M | $4K |
| 8 | OURARING INC. OURA RING INC 401(K) PLAN | SAN FRANCISCO CA | 364 | $16.0M | $3K |
| 9 | ELLEVEST, INC. FORUS 401(K) | NEW YORK NY | 88 | $6.5M | $2K |
| 10 | CARIBOU CARIBOU 401(K) PLAN | WASHINGTON DC | 181 | $8.6M | $2K |
