Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares Mbs ETF in their Schedule of Assets, totaling $2.9M 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 | BOARD OF TRUSTEES, TEAMSTERS-FOOD PROCESSORS TEAMSTERS-FOOD PROCESSORS MONEY PURCHASE PENSION TRUST | SEATTLE WA | 126 | $7.2M | $759K |
| 2 | COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN COMMUNITY ACCESS UNLIMITED, INC WELFARE BENEFIT PLAN | ELIZABETH NJ | 636 | $8.1M | $742K |
| 3 | SAINT PETERS UNIVERSITY |
JERSEY CITY NJ |
| 53 |
| $33.2M |
| $646K |
| 4 | DELTA DIVERSIFIED ENTERPRISES, INC DELTA DIVERSIFIED ENTERPRISES, INC. PROFIT-SHARING PLAN AND TRUST | TEMPE AZ | 307 | $22.0M | $573K |
| 5 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $169K |
