Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding iShares iShares ESG Aware MSCI USA ETF in their Schedule of Assets, totaling $2.4M 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 | AUTOMATTIC INC. AUTOMATTIC INC. 401(K) PLAN | SAN FRANCISCO CA | 687 | $140.7M | $2.0M |
| 2 | ARCADIA POWER ARCADIA POWER 401(K) PLAN | WASHINGTON DC | 191 | $19.4M | $273K |
| 3 | FLOCK FREIGHT INC. FLOCK FREIGHT, INC. RETIREMENT TRUST | ENCINITAS |
| 236 |
| $18.6M |
| $63K |
| 4 | CATALANT TECHNOLOGIES CATALANT TECHNOLOGIES 401(K) PLAN | BOSTON MA | 82 | $8.9M | $35K |
| 5 | LOFT ORBITAL SOLUTIONS INC. LOFT ORBITAL SOLUTIONS 401(K) PLAN | SAN FRANCISCO CA | 189 | $6.3M | $16K |
| 6 | RIV DATA CORP RIV DATA CORP 401(K) PLAN | SANTA BARBARA CA | 50 | $9.5M | $10K |
