Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Ishares MBS ETF Mutual Funds/Closed End Funds/UIT in their Schedule of Assets, totaling $40K 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 | THE HEAD START SPONSORING BOARD NYC HEAD START MANAGEMENT WELFARE FUND | NEW YORK NY | 113 | $477K | $40K |
