Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares National AMT-Free Muni Bond ETF Exchange-traded fund in their Schedule of Assets, totaling $15K 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 | SPR PACKAGING LLC SPR PACKAGING, LLC 401(K) PLAN | ROCKWALL TX | 341 | $13.4M | $9K |
| 2 | DYNAMO SOFTWARE, INC. DYNAMO SOFTWARE INC 401(K) PROFIT SHARING PLAN AND TRUST | WATERTOWN MA | 143 | $16.7M | $4K |
| 3 | TRUSTED HEALTH, INC. TRUSTED HEALTH, INC. 401(K) PLAN |
SAN FRANCISCO CA |
| 1,395 |
| $21.3M |
| $2K |
