Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares Trust iShares 5-10 Year Investment Grade Corporate Bond ETF in their Schedule of Assets, totaling $23K 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 | BETTERMENT HOLDINGS, INC BETTERMENT 401(K) SAVINGS PLAN | NEW YORK NY | 503 | $89.4M | $10K |
| 2 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $5K |
| 3 | PERFORMANCE DRONE WORKS PERFORMANCE DRONE WORKS 401(K) PLAN |
HUNTSVILLE AL |
| 116 |
| $3.0M |
| $4K |
| 4 | KIWICO, INC. KIWICO, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 148 | $9.9M | $3K |
| 5 | PLATFORM SCIENCE, INC. PLATFORM SCIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 318 | $24.0M | $1K |
