Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares US Aggregate Bond Index Class K in their Schedule of Assets, totaling $5.6M 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 | CITY MILL COMPANY, LIMITED CITY MILL COMPANY, LIMITED PROFIT SHARING 401(K) PLAN | HONOLULU HI | 212 | $13.6M | $3.5M |
| 2 | BLARNEY CASTLE OIL CO. BLARNEY CASTLE OIL CO. 401(K) PLAN | BEAR LAKE MI | 660 | $12.5M | $2.1M |
| 3 | ASPIRE OF ILLINOIS ASPIRE OF ILLINOIS 403(B) PLAN |
HILLSIDE IL |
| 260 |
| $6.4M |
| $4K |