Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding iShares Tips Bond ETF in their Schedule of Assets, totaling $858K 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 WASHINGTON TRUST COMPANY THE WASHINGTON TRUST COMPANY PENSION PLAN | WESTERLY RI | 109 | $81.7M | $552K |
| 2 | BREAKERS UNLIMITED BREAKERS UNLIMITED QBOX 401(K) PLAN | NOBLESVILLE IN | 125 | $11.6M | $83K |
| 3 | COMMUNITY ACCESS UNLIMITED, INC. WELFARE BENEFIT PLAN |
ELIZABETH NJ |
| 636 |
| $8.1M |
| $80K |
| 4 | SAINT PETERS UNIVERSITY RETIREMENT PLAN FOR SAINT PETERS UNIVERSITY AND ST. PETERS PREP SCHOOL | JERSEY CITY NJ | 53 | $33.2M | $44K |
| 5 | PSYCHOGENICS INC. PSYCHOGENICS, INC. 401(K) PLAN | PARAMUS NJ | 167 | $18.3M | $39K |
| 6 | EXP GROUP LLC EXP GROUP LLC PROFIT SHARING PLAN | NORTH BERGEN NJ | 127 | $3.3M | $35K |
| 7 | CENTRAL VALLEY COMMUNITY MEDICAL IMAGING COMMUNITY MEDICAL IMAGING 401(K) PROFIT SHARING PLAN | FRESNO CA | 197 | $77.5M | $19K |
| 8 | FLORIDA TOURISM INDUSTRY MARKETING CORPORATION, INC. DBA VISIT FLORIDA FLORIDA TOURISM INDUSTRY MARKETING CORPORATION, INC. DBA VISIT FLORIDA 401(K) PLAN | TALLAHASSEE FL | 85 | $13.0M | $5K |
