Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding ishares iShares 10+ Year Investment Grade Corporate Bond ETF in their Schedule of Assets, totaling $113K 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 | TEXAS MEDICAL LIABILITY TRUST TEXAS MEDICAL LIABILITY TRUST CASH BALANCE PLAN | AUSTIN TX | 118 | $6.8M | $111K |
| 2 | MOMNT TECHNOLOGIES, INC. MOMNT TECHNOLOGIES, INC. 401(K) PLAN | ATLANTA GA | 85 | $3.7M | $2K |
