Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding iShares U.S. Aggregate Bond Index Fund Mutual fund in their Schedule of Assets, totaling $27.7M 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 | ATALCO GRAMERCY LLC ATALCO LLC HOURLY EMPLOYEE PENSION PLAN | GRAMERCY LA | 392 | $30.1M | $14.5M |
| 2 | TRADER JOE'S COMPANY TRADER JOE'S COMPANY RETIREMENT PLAN | MONROVIA CA | 64,951 | $3.2B | $10.1M |
| 3 | SUZY, INC. SUZY, INC. 401(K) PLAN |
| 200 |
| $18.0M |
| $1.4M |
| 4 | SCRIPTPRO LLC SCRIPTPRO LLC 401(K) PLAN | MISSION KS | 710 | $109.6M | $876K |
| 5 | ADIENT AEROSPACE, LLC ADIENT AEROSPACE LLC SAVINGS AND INVESTMENT 401(K) PLAN | HUNTINGTON BEACH CA | 476 | $16.1M | $194K |
| 6 | MODSQUAD, INC. MODSQUAD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO CA | 188 | $6.8M | $187K |
| 7 | LAZY DOG RESTAURANTS, LLC LAZY DOG 401(K) PLAN | NEWPORT BEACH CA | 9,266 | $9.3M | $104K |
| 8 | FRESHREALM, INC. FRESHREALM RETIREMENT PLAN | LANCASTER TX | 1,101 | $13.6M | $93K |
| 9 | VENEZIA TRANSPORT SERVICES, INC. VENEZIA TRANSPORT SERVICE, INC. SAVINGS AND PROTECTION PLAN | POTTSTOWN PA | 837 | $23.1M | $88K |
| 10 | USALCO, LLC USALCO, LLC 401(K) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 479 | $51.4M | $61K |