Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Is Us Agg Bd Idx K Mutual Fund in their Schedule of Assets, totaling $831K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AVIXA, INC. AVIXA SAVINGS & SALARY PLAN | FAIRFAX VA | 111 | $24.1M | $314K |
| 2 | CITY YEAR, INC. CITY YEAR 401(K) SAVINGS PLAN | BOSTON MA | 847 | $82.1M | $194K |
| 3 | QUESTEC CONSTRUCTORS, INC. QUESTEC 401(K) DEFINED CONTRIBUTION RETIREMENT PLAN |
COLUMBIA MO |
| 314 |
| $28.7M |
| $88K |
| 4 | DAVID SUTHERLAND, LLC DAVID SUTHERLAND LLC 401(K) PLAN | DALLAS TX | 281 | $18.5M | $75K |
| 5 | SCHWIETERS COMPANIES, INC. SCHWIETERS COMPANIES, INC. 401(K) PLAN | HUGO MN | 153 | $11.6M | $60K |
| 6 | LEGACY INFRASTRUCTURE GROUP LLC LEGACY INFRASTRUCTURE GROUP 401(K) PLAN | KANSAS CITY MO | 331 | $23.3M | $44K |
| 7 | SUPERIOR BOWEN ASPHALT COMPANY, L.L.C. SUPERIOR BOWEN 401(K) PLAN | KANSAS CITY MO | 359 | $18.7M | $38K |
| 8 | SHAMROCK CABINET & FIXTURE CORPORATION SHAMROCK CABINET AND FIXTURE CORPORATION 401(K) PROFIT SHARING PLAN | RAYTOWN MO | 119 | $5.9M | $18K |
