Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding iShares U.S. Aggregate Bond Index K iShares 0 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LINDBLAD EXPEDITIONS, INC. LINDBLAD EXPEDITIONS, INC 401(K) PLAN | SEATTLE WA | 691 | $48.7M | $2.0M |
| 2 | ENVIRONMENTAL SCIENCE ASSOCIATES ENVIRONMENTAL SCIENCE ASSOCIATES 401K PLAN | SAN FRANCISCO CA | 719 | $85.7M | $1.4M |
| 3 | BUCHER & CHRISTIAN CONSULTING, INC |
INDIANAPOLIS IN |
| 5,165 |
| $20.4M |
| $879K |
| 4 | CONROY SIMBERG, P.A. CONROY SIMBERG 401(K) PLAN | HOLLYWOOD FL | 333 | $39.9M | $495K |
| 5 | EDUKIDS, INC. BRIGHTPATH 401(K) PLAN | BUFFALO NY | 2,614 | $14.1M | $389K |
| 6 | UNIVERSAL ATLANTIC SYSTEMS, INC. UAS 401(K) PROFIT SHARING PLAN AND TRUST | PAOLI PA | 133 | $7.3M | $353K |
| 7 | AMERICAN ROAD MANAGEMENT, INC. AMERICAN ROAD MANAGEMENT INC 401(K) PLAN | ORLANDO FL | 423 | $8.5M | $271K |
| 8 | ABC EMPLOYMENT HOLDINGS, LLC MS COMPANIES MS COMPANIES RETIREMENT PLAN | CARMEL IN | 623 | $5.5M | $269K |
| 9 | AFTER HOURS PEDIATRICS, PC AFTER HOURS PEDIATRICS 401(K) PLAN | ALBUQUERQUE NM | 112 | $9.9M | $200K |
| 10 | HOSPICE OF MUSKEGON COUNTY, INC. HOSPICE OF MUSKEGON COUNTY, INC. 403(B) | MUSKEGON MI | 119 | $5.7M | $189K |
