Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Ishares US Aggregate Bond Index Class K Registered investment companies n/a in their Schedule of Assets, totaling $5.7M 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 | OAKS INTEGRATED CARE, INC. OAKS INTEGRATED CARE, INC. 403(B) PLAN | MOUNT HOLLY NJ | 86 | $39.9M | $5.7M |
