Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding IS US AGG BD IDX K in their Schedule of Assets, totaling $4.8M 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 | ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN | ALTAMONTE SPRINGS FL | 1,804 | $119.7M | $4.7M |
| 2 | GUIDEPOINT SECURITY, LLC GUIDEPOINT SECURITY, LLC 401(K) PLAN | HERNDON VA | 969 | $71.0M | $106K |
| 3 | PICO ELECTRONICS, INC. |
PELHAM NY |
| 214 |
| $18.1M |
| $5K |
