Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares U.S. Aggregate Bond Index Fund Mutual Fund NR in their Schedule of Assets, totaling $9.9M 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 | UNITED THERAPEUTICS CORPORATION UNITED THERAPEUTICS CORPORATION EMPLOYEES' RETIREMENT PLAN | SILVER SPRING MD | 1,291 | $297.9M | $8.1M |
| 2 | INOVEX INFORMATION SYSTEMS INOVEX INFORMATION SYSTEMS 401(K) PLAN | COLUMBIA MD | 585 | $89.6M | $1.2M |
| 3 | PHASE2 TECHNOLOGY, LLC |
ARLINGTON VA |
| 129 |
| $21.1M |
| $362K |
| 4 | NEWWAVE TELECOM & TECHNOLOGIES, INC. NWT 401(K) PROFIT SHARING PLAN | COLUMBIA MD | 104 | $22.4M | $246K |
