Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding iShares U.S. Aggregate Bond Index K Registered Investment Company in their Schedule of Assets, totaling $17.2M 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 | JFE SHOJI AMERICA, LLC JFE GROUP 401(K) PLAN | LONG BEACH CA | 404 | $34.9M | $6.8M |
| 2 | JFE SHOJI AMERICA HOLDINGS, INC. JFE GROUP 401(K) PLAN | LONG BEACH CA | 1,005 | $69.9M | $5.9M |
| 3 | OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC 401(K) PLAN |
OLYMPIA WA |
| 376 |
| $52.8M |
| $2.2M |
| 4 | SANS TECHNICAL FIBERS, LLC SANS TECHNICAL FIBERS, LLC RETIREMENT SAVINGS PLAN | STONEVILLE NC | 317 | $4.6M | $1.0M |
| 5 | HEARTLAND REALTY INVESTORS, INC. HEARTLAND REALTY INVESTORS, INC. PROFIT SHARING PLAN & TRUST | MINNEAPOLIS MN | 119 | $8.1M | $485K |
| 6 | OPENROAD TRANSPORTATION, INC OPENROAD TRANSPORTATION, INC. 401(K) PROFIT SHARING PLAN | DALLAS OR | 153 | $11.3M | $373K |
| 7 | MARKET OF CHOICE, INC. MARKET OF CHOICE 401(K) PLAN | EUGENE OR | 755 | $39.0M | $202K |
| 8 | MS TC LLC MS TC LLC 401(K) PROFIT SHARING PLAN AND TRUST | RIDGELAND MS | 213 | $3.5M | $63K |
| 9 | CCH HEALTHCARE LLC CCH HEALTHCARE RETIREMENT PLAN | JACKSON NJ | 1,459 | $3.2M | $57K |
| 10 | LTI TECHNOLOGY SOLUTIONS LTI TECHNOLOGY SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST | OMAHA NE | 131 | $17.9M | $24K |
