Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding iShares U.S. Aggregate Bond Index K Mutual fund in their Schedule of Assets, totaling $43.7M 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 | MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN | COLUMBIA MD | 35,033 | $3.5B | $25.2M |
| 2 | ELKAY INTERIOR SYSTEMS INTERNATIONAL, INC. ELKAY INTERIOR SYSTEMS INTERNATIONAL, INC. 401(K) PLAN | MILWAUKEE WI | 229 | $24.6M | $3.9M |
| 3 | PACIFIC BELLS, INC. |
VANCOUVER WA |
| 8,318 |
| $19.6M |
| $3.8M |
| 4 | GO-HIRE EMPLOYMENT AND DEVELOPMENT INC GO-HIRE EMPLOYMENT AND DEVELOPMENT, INC. 401(K) PLAN | HAZARD KY | 810 | $17.2M | $2.0M |
| 5 | ROCKY MOUNTAIN NATURAL MEATS LLC ROCKY MOUNTAIN NATURAL MEATS LLC 401(K) PROFIT SHARING PLAN AND TRUST | HENDERSON CO | 214 | $8.9M | $1.4M |
| 6 | CURTIS SQUIRE, INC. CURTIS SQUIRE, INC. RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 189 | $11.1M | $931K |
| 7 | FLUENCE ENERGY, LLC FLUENCE SAVINGS PLAN | ARLINGTON VA | 736 | $80.9M | $836K |
| 8 | ROCHESTER MANAGEMENT, INC. ROCHESTER MANAGEMENT INC. SAVINGS PLAN | ROCHESTER NY | 133 | $9.3M | $594K |
| 9 | OLS HOTELS & RESORTS, LLC OLS HOTELS & RESORTS LLC 401(K) PLAN | ENCINO CA | 1,454 | $26.5M | $562K |
| 10 | B & B MANUFACTURING CO., INC. B & B MANUFACTURING CO., INC. 401(K) PLAN | VALENCIA CA | 209 | $16.2M | $540K |
