Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares MSCI USA Momentum Exchange-Traded Fund in their Schedule of Assets, totaling $170K 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 | ALPINE PEDIATRICS, P.C. ALPINE PEDIATRICS, P.C. PROFIT SHARING PLAN | PLEASANT GROVE UT | 93 | $26.2M | $98K |
| 2 | INNOVATIVE HEALTH MANAGEMENT PARTNER LLC NOI PROFIT SHARING PLAN | NEWPORT BEACH CA | 131 | $3.0M | $72K |
