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 Mutual fund in their Schedule of Assets, totaling $49.4M 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 | MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN | COLUMBIA MD | 35,033 | $3.5B | $25.2M |
| 2 | ING FINANCIAL SERVICES LLC ING FINANCIAL SERVICES LLC 401(K) SAVINGS PLAN | NEW YORK NY | 714 | $454.6M | $5.4M |
| 3 | ELKAY INTERIOR SYSTEMS INTERNATIONAL, INC. |
MILWAUKEE WI |
| 229 |
| $24.6M |
| $3.9M |
| 4 | PACIFIC BELLS, INC. PACIFIC BELLS, INC. EMPLOYEE BENEFIT PLAN | VANCOUVER WA | 8,318 | $19.6M | $3.8M |
| 5 | GO-HIRE EMPLOYMENT AND DEVELOPMENT INC GO-HIRE EMPLOYMENT AND DEVELOPMENT, INC. 401(K) PLAN | HAZARD KY | 810 | $17.2M | $2.0M |
| 6 | ROCKY MOUNTAIN NATURAL MEATS LLC ROCKY MOUNTAIN NATURAL MEATS LLC 401(K) PROFIT SHARING PLAN AND TRUST | HENDERSON CO | 214 | $8.9M | $1.4M |
| 7 | CURTIS SQUIRE, INC. CURTIS SQUIRE, INC. RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 189 | $11.1M | $931K |
| 8 | FLUENCE ENERGY, LLC FLUENCE SAVINGS PLAN | ARLINGTON VA | 736 | $80.9M | $836K |
| 9 | MUSCO OLIVE PRODUCTS, INC. MUSCO FAMILY OLIVE CO. 401(K) AND PROFIT SHARING PLAN | TRACY CA | 234 | $49.3M | $580K |
| 10 | OLS HOTELS & RESORTS, LLC OLS HOTELS & RESORTS LLC 401(K) PLAN | ENCINO CA | 1,454 | $26.5M | $562K |
