Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding iShares U.S. Aggregate Bond Index Fund # in their Schedule of Assets, totaling $8.4M 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 | PARKER POE ADAMS & BERNSTEIN LLP THE PARKER POE ADAMS & BERNSTEIN LLP 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 491 | $206.6M | $4.1M |
| 2 | PENTEGRA SERVICES, INC THE GRATITUDE PEP | WHITE PLAINS NY | 525 | $35.6M | $1.2M |
| 3 | SIERRA NEVADA BREWING CO. SIERRA NEVADA BREWING 401(K) PLAN |
CHICO CA |
| 1,109 |
| $226.1M |
| $1.0M |
| 4 | F & M BANCSHARES, INC. F & M BANCSHARES, INC. SAVINGS INCENTIVE PLAN | OKLAHOMA CITY OK | 96 | $12.9M | $354K |
| 5 | P1 DENTAL MSO LLC P1 RETIREMENT PLAN | INDIANAPOLIS IN | 553 | $20.9M | $350K |
| 6 | EUGENE THERAPY, LLC RICHELSON CONTROL GROUP 401(K) PLAN | MINNETONKA MN | 1,834 | $50.3M | $330K |
| 7 | BLACKHAWK INDUSTRIAL DISTRIBUTION, INC. BLACKHAWK INDUSTRIAL DISTRIBUTION, INC. 401(K) PLAN | TULSA OK | 1,004 | $68.4M | $276K |
| 8 | GUDEL, INC. GUDEL, INC. RETIREMENT SAVINGS PLAN | ANN ARBOR MI | 99 | $11.1M | $237K |
| 9 | CLAREMONT COMPANIES, LLC CLAREMONT COMPANIES, LLC 401(K) RETIREMENT PLAN | BRIDGEWATER MA | 426 | $11.2M | $175K |
| 10 | AMERICAN CRUISE LINES, INC. AMERICAN CRUISE LINES, INC. 401(K) PROFIT SHARING PLAN | GUILFORD CT | 1,358 | $14.8M | $108K |
