Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding iShares ESG Aware USD Corporate Bond ETF " in their Schedule of Assets, totaling $188K 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 | BETTERMENT HOLDINGS, INC BETTERMENT 401(K) SAVINGS PLAN | NEW YORK NY | 503 | $89.4M | $165K |
| 2 | CLEARMOTION, INC. CLEARMOTION, INC. 401(K) PLAN | BILLERICA MA | 50 | $11.0M | $5K |
| 3 | AVALON ADMINISTRATIVE SERVICES, LLC AVALON ADMINISTRATIVE SERVICES, LLC 401(K) PLAN |
TAMPA FL |
| 242 |
| $14.6M |
| $4K |
| 4 | PLATFORM SCIENCE, INC. PLATFORM SCIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 318 | $24.0M | $3K |
| 5 | AG1 USA INC. ATHLETIC GREENS USA 401(K) PLAN | CARSON CITY NV | 207 | $12.8M | $3K |
| 6 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $3K |
| 7 | KIWICO, INC. KIWICO, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 148 | $9.9M | $1K |
| 8 | ASAPP INC. ASAPP INC. 401(K) PLAN | NEW YORK NY | 128 | $25.4M | $1K |
| 9 | QUALIFIED.COM, INC. QUALIFIED 401(K) PLAN | SAN FRANCISCO CA | 163 | $8.4M | $1K |
| 10 | CAPSULE CORP CAPSULE 401(K) PLAN | NEW YORK NY | 1,471 | $18.4M | $1K |
