Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding iShares U.S. Aggregate Bond Index Fund Class K - in their Schedule of Assets, totaling $7.7M 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 | ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE ADVENTHEALTH CONSOLIDATED ERISA 401(A) PLAN | ALTAMONTE SPRINGS FL | 3,853 | $332.4M | $6.3M |
| 2 | L&T TECHNOLOGY SERVICES L&T TECHNOLOGY SERVICES LTD 401(K) PROFIT SHARING PLAN & TRUST | EDISON NJ | 2,443 | $56.6M | $761K |
| 3 | WEST COAST SERVICES LLC |
SAN DIMAS CA |
| 115 |
| $2.8M |
| $164K |
| 4 | DOERFER CORPORATION DOERFER CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | WAVERLY IA | 341 | $40.0M | $147K |
| 5 | UNITED HELPERS, INC. UNITED HELPERS 401(K) RETIREMENT PLAN | OGDENSBURG NY | 478 | $9.0M | $109K |
| 6 | RIVER HOSPITAL, INC. RIVER HOSPITAL, INC. 403(B) PLAN | ALEXANDRIA BAY NY | 264 | $6.4M | $93K |
| 7 | COMMUNITY FINANCIAL SERVICES, INC. COMMUNITY FINANCIAL SERVICES BANK 401(K) PLAN | BENTON KY | 234 | $2.7M | $40K |
| 8 | ZAUSMER, P.C. ZAUSMER, P.C. 401(K) SAVINGS PLAN | FARMINGTON HILLS MI | 166 | $17.2M | $21K |
| 9 | ROMAINE EMPIRE, INC. D/B/A FARMER'S FRIDGE FARMER'S FRIDGE 401(K) PLAN | CHICAGO IL | 409 | $10.3M | $14K |
| 10 | NW NATURAL WATER COMPANY LLC NW NATURAL WATER COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST | PORTLAND OR | 174 | $3.4M | $6K |
