Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding iShares U.S. Aggregate Bnd K in their Schedule of Assets, totaling $11.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EXACTECH, INC. EXACTECH, INC. 401(K) PROFIT SHARING PLAN | GAINESVILLE FL | 557 | $70.0M | $4.1M |
| 2 | KOHN PEDERSEN FOX ASSOCIATES, P.C. KOHN PEDERSEN FOX ASSOCIATES, P. C. 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | NEW YORK NY | 389 | $104.9M | $3.8M |
| 3 | BURGESS & NIPLE INC. |
COLUMBUS OH |
| 585 |
| $132.0M |
| $3.5M |
| 4 | MADDEN CONTRACTING COMPANY, LLC MADDEN CONTRACTING 401(K) PLAN | SIBLEY LA | 827 | $30.2M | $203K |
| 5 | LANDESBANK HESSEN-THURINGEN GIROZENTRALE LANDESBANK HESSEN-THURINGEN GIROZENTRALE - NEW YORK BRANCH 401(K) PLAN & TRUST | NEW YORK NY | 95 | $74.9M | $175K |
| 6 | PLUMBERS & PIPEFITTERS LOCAL 760 SAVINGS AND INVESTMENT PLAN PLUMBERS & PIPEFITTERS LOCAL 760 SAVINGS AND INVESTMENT PLAN | MUSCLE SHOALS AL | 1,444 | $68.2M | $30K |
| 7 | GREAT LAKES WINE AND SPIRITS, LLC GREAT LAKES WINE AND SPIRITS, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY TEAMSTERS LOCAL 1038 | HIGHLAND PARK MI | 353 | $13.3M | $11K |
