Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Investments Registered Investment Companies iShares US Aggregate Bond Index in their Schedule of Assets, totaling $2.1M 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 | PELLA MID-ATLANTIC INC. PELLA MID-ATLANTIC, INC. 401(K) PROFIT SHARING PLAN | BELTSVILLE MD | 183 | $19.1M | $2.1M |
