Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares iBoxx Investment Grade Corporate Bond ETF " in their Schedule of Assets, totaling $1.5M 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 | BARASCH & MCGARRY, P.C. DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC CASH BALANCE PLAN | NEW YORK NY | 146 | $15.1M | $1.4M |
| 2 | POTOMAC COLLEGE, LLC POTOMAC COLLEGE LLC 401(K) PLAN | DISTRICT OF COLUMBIA DC | 130 | $2.1M | $102K |
| 3 | AG1 USA INC. ATHLETIC GREENS USA 401(K) PLAN |
CARSON CITY NV |
| 207 |
| $12.8M |
| $5K |
| 4 | BITLY, INC. BITLY 401(K) PLAN | NEW YORK NY | 173 | $22.4M | $230 |
| 5 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $17 |
