Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding ISHARES U.S. AGGREGATE BND K MUTUAL FUNDS in their Schedule of Assets, totaling $17.1M 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 | SHAPE CORP BIOSOLUTIONS, LLC THE SHAPE FAMILY OF COMPANIES RETIREMENT PLAN | GRAND HAVEN MI | 2,279 | $180.3M | $9.2M |
| 2 | SORENSON COMMUNICATIONS LLC. SORENSON COMMUNICATIONS, LLC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 6,108 | $316.5M | $2.1M |
| 3 | SHUTTLEWORTH & INGERSOLL, P.L.C. |
CEDAR RAPIDS IA |
| 103 |
| $43.8M |
| $1.3M |
| 4 | RG5 LLC RG5 LLC 401K PLAN | FAIRFAX VA | 74 | $33.8M | $896K |
| 5 | BRESSLER, AMERY & ROSS P.C. BRESSLER, AMERY & ROSS P. C. 401(K) PROFIT SHARING PLAN | FLORHAM PARK NJ | 201 | $77.1M | $815K |
| 6 | FLORIDA EAST COAST INDUSTRIES, LLC FLORIDA EAST COAST INDUSTRIES, LLC SALARY DEFERRAL PLAN | MIAMI FL | 570 | $47.2M | $453K |
| 7 | LTC GLOBAL, INC. LTC GLOBAL, INC. 401(K) PLAN | FORT MYERS FL | 264 | $30.0M | $418K |
| 8 | P. L. MARKETING INC. P. L. MARKETING INC. 401(K) SAVINGS PLAN | NEWPORT KY | 2,239 | $49.7M | $403K |
| 9 | INNOVATIVE OFFICE SOLUTIONS INNOVATIVE OFFICE SOLUTIONS 401(K) PLAN | BURNSVILLE MN | 302 | $18.7M | $278K |
| 10 | VISIONARY PRACTICE MANAGEMENT SERVICES LLC VISIONARY PRACTICE MANAGEMENT SERVICES LLC 401(K) RETIREMENT PLAN | TYLER TX | 232 | $17.3M | $219K |
