Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares Preferred&Income Securities ETF in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WESTERN GROWERS ASSOCIATION WESTERN GROWERS RETIREMENT SECURITY PLAN | IRVINE CA | 1,566 | $145.3M | $3.1M |
| 2 | THE CSM GROUP, INC. THE CSM GROUP, INC. SAVINGS PLAN | KALAMAZOO MI | 162 | $21.7M | $20K |
| 3 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN |
LOS ANGELES CA |
| 2,507 |
| $1.1B |
| $18K |
| 4 | TOWERPINKSTER TOWERPINKSTER 401(K) PLAN | KALAMAZOO MI | 217 | $46.6M | $17K |
| 5 | KNIGHT WATCH, INC. KNIGHT WATCH, INC. 401(K) PROFIT SHARING PLAN | KALAMAZOO MI | 136 | $7.0M | $5K |
