Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding iShares US Aggregate Bond index K in their Schedule of Assets, totaling $7.4M 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 | MCMILLAN PAZDAN SMITH, LLC MCMILLAN PAZDAN SMITH, LLC 401(K) PLAN | GREENVILLE SC | 294 | $32.0M | $3.4M |
| 2 | BIOMERICS, LLC BIOMERICS 401(K) PLAN | SALT LAKE CITY UT | 1,845 | $49.7M | $1.1M |
| 3 | UMANSKY UMG, LLC DBA UMANSKY MOTOR CARS UMANSKY AUTOMOTIVE GROUP PROFIT SHARING AND EMPLOYEE SAVINGS PLAN |
MILWAKEE WI |
| 882 |
| $19.2M |
| $624K |
| 4 | STALLERGENES GREER STALLERGENES GREER 401(K) PLAN | LENOIR NC | 378 | $38.3M | $611K |
| 5 | LIVEWIRE EV, LLC LIVEWIRE EV, LLC 401(K) PLAN | MILWAUKEE WI | 167 | $28.9M | $344K |
| 6 | AA TRANSPORTATION, INC. AA TRANSPORTATION, INC. 401(K) PLAN | SHREWSBURY MA | 638 | $6.3M | $289K |
| 7 | TACENERGY, LLC TAC RETIREMENT PLAN | TEXARKANA TX | 353 | $60.2M | $287K |
| 8 | STEEL EQUIPMENT SPECIALISTS, LLC STEEL EQUIPMENT SPECIALISTS, LLC 401(K) PLAN | ALLIANCE OH | 210 | $34.7M | $197K |
| 9 | BRANDT INFORMATION SERVICES, LLC BRANDT INFORMATION SERVICES RETIREMENT PLAN | TALLAHASSEE FL | 306 | $9.0M | $159K |
| 10 | INTELIDENT SOLUTIONS, INC. INTELIDENT SOLUTIONS, INC. 401(K) PLAN | TAMPA FL | 632 | $22.9M | $128K |
