Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding IShares Core U.S. Aggregate Bond ETF iShares 0 in their Schedule of Assets, totaling $2.6M 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 | SUPER TAQUERIA RESTAURANT, INC. SUPER TAQUERIA RESTAURANT, INC. PROFIT SHARING PLAN | SAN JOSE CA | 135 | $3.9M | $606K |
| 2 | LEISURE SPORTS, INC. LEISURE SPORTS, INC. 401(K) PLAN | PLEASANTON CA | 172 | $20.5M | $414K |
| 3 | URBAN ENGINEERING AND ASSOCIATES, INC. URBAN ENGINEERING & ASSOCIATES, INC. 401(K) |
ANNANDALE VA |
| 109 |
| $13.2M |
| $384K |
| 4 | AMADAS GROUP, INC. THE AMADAS GROUP, INC. SAVINGS PLAN | SUFFOLK VA | 168 | $27.5M | $326K |
| 5 | RECORDATI RARE DISEASES, INC. RECORDATI RARE DISEASES 401(K) PLAN | LEBANON NJ | 224 | $23.7M | $274K |
| 6 | B.R. FUNSTEN & COMPANY, INC. B.R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 162 | $19.2M | $221K |
| 7 | DEWINTER GROUP, LLC THE DEWINTER GROUP 401(K) PLAN | CAMPBELL CA | 414 | $23.3M | $170K |
| 8 | HARBINGER GROUP, LLC HARBINGER 401(K) PLAN AND TRUST | GONZALES CA | 437 | $8.7M | $119K |
| 9 | BENCHMARK BANK BENCHMARK BANK EMPLOYEES 401K PLAN AND TRUST | PLANO TX | 169 | $26.6M | $83K |
| 10 | COLEMAN OIL COMPANY, LLC COLEMAN OIL COMPANY 401(K) PLAN | LEWISTON ID | 290 | $13.0M | $27K |
