Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding iShares ESG Aware U.S. Aggregate Bond ETF Exchange-Traded Fund in their Schedule of Assets, totaling $138K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | $86K |
| 2 | UPDATER INC. UPDATER INC. 401(K) PLAN | BEAVERTON OR | 166 | $13.5M | $14K |
| 3 | STICKER MULE, LLC STICKER MULE, LLC 401(K) PLAN |
AMSTERDAM NY |
| 805 |
| $18.0M |
| $9K |
| 4 | OURARING INC. OURA RING INC 401(K) PLAN | SAN FRANCISCO CA | 364 | $16.0M | $9K |
| 5 | MEETUP LLC MEETUP LLC 401(K) PLAN | RALEIGH NC | 12 | $4.0M | $6K |
| 6 | TRUSTED HEALTH, INC. TRUSTED HEALTH, INC. 401(K) PLAN | SAN FRANCISCO CA | 1,395 | $21.3M | $4K |
| 7 | DYNAMO SOFTWARE, INC. DYNAMO SOFTWARE INC 401(K) PROFIT SHARING PLAN AND TRUST | WATERTOWN MA | 143 | $16.7M | $3K |
| 8 | CHOWNOW, INC CHOWNOW, INC. 401(K) PLAN | LOS ANGELES CA | 217 | $14.0M | $3K |
| 9 | CARIBOU CARIBOU 401(K) PLAN | WASHINGTON DC | 181 | $8.6M | $3K |
