Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding ISHARES U.S. AGGREGATE BND K MUTUAL FUNDS in their Schedule of Assets, totaling $4.3M 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 | SHUTTLEWORTH & INGERSOLL, P.L.C. SHUTTLEWORTH & INGERSOLL, P.L.C. 401(K) PLAN | CEDAR RAPIDS IA | 103 | $43.8M | $1.3M |
| 2 | MATERNAL AND FAMILY HEALTH SERVICES MATERNAL AND FAMILY HEALTH SERVICES RETIREMENT SAVINGS PLAN | WILKES BARRE PA | 185 | $19.1M | $1.2M |
| 3 | RG5 LLC RG5 LLC 401K PLAN |
FAIRFAX VA |
| 74 |
| $33.8M |
| $896K |
| 4 | P. L. MARKETING INC. P. L. MARKETING INC. 401(K) SAVINGS PLAN | NEWPORT KY | 2,239 | $49.7M | $403K |
| 5 | BERRY AVIATION, INC. BERRY AVIATION, INC. PROFIT SHARING 401(K) PLAN | SAN MARCOS TX | 310 | $11.1M | $167K |
| 6 | CHARLES L HEATON, MD. PA HEATON EYE ASSOCIATES RETIREMENT PLAN | TYLER TX | 214 | $14.9M | $164K |
| 7 | CANCER PARTNERS OF NEBRASKA, P.C. CANCER PARTNERS OF NEBRASKA 401(K) PROFIT SHARING PLAN | LINCOLN NE | 187 | $32.8M | $103K |
| 8 | COVATION INC. COVATION SAVINGS PLAN | NEWARK DE | 129 | $15.8M | $88K |
