Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding iShares ESG Aware U.S. Aggregate Bond ETF " in their Schedule of Assets, totaling $411K 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 | AG1 USA INC. ATHLETIC GREENS USA 401(K) PLAN | CARSON CITY NV | 207 | $12.8M | $171K |
| 2 | BETTERMENT HOLDINGS, INC BETTERMENT 401(K) SAVINGS PLAN | NEW YORK NY | 503 | $89.4M | $133K |
| 3 | CATALIST, LLC CATALIST, LLC 401(K) PLAN | WASHINGTON |
| 74 |
| $11.4M |
| $30K |
| 4 | CLEARMOTION, INC. CLEARMOTION, INC. 401(K) PLAN | BILLERICA MA | 50 | $11.0M | $17K |
| 5 | AVALON ADMINISTRATIVE SERVICES, LLC AVALON ADMINISTRATIVE SERVICES, LLC 401(K) PLAN | TAMPA FL | 242 | $14.6M | $13K |
| 6 | GREENSKIES CLEAN ENERGY GREENSKIES 401(K) PLAN | NORTH HAVEN CT | 97 | $6.1M | $10K |
| 7 | PLATFORM SCIENCE, INC. PLATFORM SCIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 318 | $24.0M | $9K |
| 8 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $8K |
| 9 | CAPSULE CORP CAPSULE 401(K) PLAN | NEW YORK NY | 1,471 | $18.4M | $4K |
| 10 | VIRTRU CORPORATION VIRTRU CORPORATION 401(K) PLAN | WASHINGTON DC | 157 | $10.7M | $4K |
