Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares Core US Aggregate Bond in their Schedule of Assets, totaling $3.3M 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 | CHURCH HOMES, INC., CONGREGATIONAL CHURCH HOMES, INC., CONGREGATIONAL DEFINED CONTRIBUTION RETIREMENT PLAN | HARTFORD CT | 182 | $12.0M | $1.7M |
| 2 | CAPUTO'S NEW FARM PRODUCE - ADDISON, INC. CAPUTO'S NEW FARM PRODUCE, INC. 401(K) PLAN | CAROL STREAM IL | 958 | $10.5M | $766K |
| 3 | MONTGOMERY GENERAL HOSPITAL |
MONTGOMERY WV |
| 77 |
| $3.7M |
| $616K |
| 4 | CONSTELLATION MYSTIC POWER, LLC CO CONSTELLATION ENERGY GENERATION LLC CONSTELLATION MYSTIC POWER LLC POST-EMPLOYMENT MEDICAL SAVINGS ACCOUNT PLAN FOR UNION EMPLOYEES | KENNETT SQUARE PA | 55 | $5.3M | $178K |
| 5 | GUAPOS UNITED GROUP INC GUAPOS UNITED RETIREMENT PLAN | MANASSAS VA | 955 | $11K | $977 |
