Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShare U.S. Aggregate Bond Index K Mutual Fund in their Schedule of Assets, totaling $2.4M 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 | THERMO KING SALES & SERVICES, INC. THERMO KING SALES & SERVICES, INC. PROFIT SHARING PLAN | ST. PAUL MN | 207 | $10.9M | $1.1M |
| 2 | MBS ASSET MANAGEMENT LLC MBS ASSET MANAGEMENT, LLC 401(K) PLAN | MANHATTAN BEACH CA | 658 | $56.7M | $1.0M |
| 3 | CNM, LLP CNM 401(K) PLAN |
WOODLAND HILLS CA |
| 173 |
| $23.0M |
| $144K |
| 4 | APX OPERATING COMPANY, LLC BOOMERS! PARKS 401(K) PLAN | BOCA RATON FL | 129 | $2.2M | $132K |