Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Inst Tot Bd Mkt Ix Tr Common/Collective Trust in their Schedule of Assets, totaling $689.9M 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 | UNION PACIFIC CORPORATION UNION PACIFIC CORPORATION MASTER TRUST | OMAHA NE | — | $4.7B | $295.5M |
| 2 | BURLINGTON NORTHERN SANTA FE LLC/BNSF RAILWAY COMPANY BNSF 401(K) PLANS MASTER TRUST | FORT WORTH TX | — | $7.2B | $187.4M |
| 3 | E. & J. GALLO WINERY E. & J. GALLO WINERY MASTER RETIREMENT TRUST |
MODESTO CA |
| — |
| $2.1B |
| $93.9M |
| 4 | NOVELIS CORP. NOVELIS MASTER SAVINGS TRUST | ATLANTA GA | — | $1.5B | $59.4M |
| 5 | DOMTAR INDUSTRIES, LLC DOMTAR US 401(K) MASTER TRUST | FORT MILL SC | — | $1.3B | $53.6M |
