Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding iShares US Aggte Bond Index K Mutual fund in their Schedule of Assets, totaling $3.5M 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 | DG ARCHITECTS, INC. DGA DGA 401(K) PROFIT SHARING PLAN | MOUNTAIN VIEW CA | 170 | $40.2M | $2.2M |
| 2 | OHIO EDUCATION ASSOCIATION OHIO EDUCATION ASSOCIATION EMPLOYEES 401(K) SAVINGS PLAN | COLUMBUS OH | 180 | $99.5M | $1.2M |
| 3 | QED SYSTEMS, LLC QED SYSTEMS, LLC 401(K) PLAN AND TRUST |
ABERDEEN PROVING GROUN MD |
| 298 |
| $16.5M |
| $63K |