Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding iShares U.S. Aggregate Bond Index K Mutual fund N/A in their Schedule of Assets, totaling $2.3M 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 | COMMUNITY NATIONAL BANK COMMUNITY NATIONAL BANK 401K PLAN | MIDLAND TX | 234 | $32.0M | $1.7M |
| 2 | SOUTH DAKOTA NETWORK, LLC SOUTH DAKOTA NETWORK, LLC 401(K) PLAN | SIOUX FALLS SD | 114 | $30.1M | $385K |
| 3 | PSYCHIATRIC MEDICAL CARE LLC PSYCHIATRIC MEDICAL CARE LLC 401(K) PLAN |
BRENTWOOD TN |
| 590 |
| $13.6M |
| $171K |
| 4 | BURGESS CONSTRUCTION CONSULTANTS, INC. BURGESS CONSTRUCTION CONSULTANTS, INC. 401(K) PLAN | FAIRVIEW TX | 242 | $5.5M | $16K |
| 5 | APPLIED TALENT RESOURCES LLC APPLIED TALENT RESOURCES LLC 401(K)PLAN | DALLAS TX | 165 | $1.6M | $5K |