Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares ESG Aware MSCI USA in their Schedule of Assets, totaling $212K 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 | CONCENTRIC GROUP, INC. CONCENTRIC ADVISORS 401(K) RETIREMENT PLAN | KIRKLAND WA | 264 | $20.0M | $176K |
| 2 | APPTEGY, INC. APPTEGY, INC. 401(K) PLAN | LITTLE ROCK AR | 278 | $9.3M | $37K |
