Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding IS US AGG BD IDX K Registered Investment Company in their Schedule of Assets, totaling $3.7M 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 | ADVENTIST HEALTH SYSTEM/WEST, INC. ADVENTIST HEALTH 403(B) ERISA PLAN | ROSEVILLE CA | 1,450 | $226.5M | $2.2M |
| 2 | NEXT FIFTEEN COMMUNICATIONS CORPORATION NEXT 15 COMMUNICATIONS RETIREMENT PLAN | SAN FRANCISCO CA | 1,027 | $132.8M | $1.2M |
| 3 | NEXT FIFTEEN COMMUNICATIONS CORPORATION |
SAN FRANCISCO CA |
| 243 |
| $31.1M |
| $280K |
| 4 | PROFIT RECOVERY PARTNERS, LLC PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN | SANTA ANA CA | 113 | $9.0M | $27K |
