Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding iShs US Agg Bond Index K Fund in their Schedule of Assets, totaling $4.5M 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 | LA MESA RV CENTER, INC. LA MESA RV CENTER, INC. EMPLOYEES 401(K) RETIREMENT PLAN | SAN DIEGO CA | 1,087 | $31.8M | $1.8M |
| 2 | SWINERTON INCORPORATED SWINERTON 401(K) & SAVINGS PLAN | CONCORD CA | 2,707 | $831.5M | $823K |
| 3 | WORLEY WAREHOUSING, INC. WORLEY 401(K) PLAN |
CEDAR RAPIDS IA |
| 140 |
| $13.7M |
| $772K |
| 4 | PAPA JOHN'S INTERNATIONAL, INC. PAPA JOHN'S INTERNATIONAL, INC. 401(K) PLAN | ATLANTA GA | 7,954 | $115.3M | $371K |
| 5 | MORTENSEN WOODWORK, INC. MORTENSEN WOODWORK, INC. 401(K) PROFIT SHARING PLAN | UNION CITY GA | 99 | $8.7M | $121K |
| 6 | RESOURCE SYSTEMS GROUP, INC. RESOURCE SYSTEMS GROUP, INC. 401(K) PLAN | WHITE RIVER JUNCTION VT | 101 | $24.6M | $99K |
| 7 | EMPIRE TELEPHONE CORPORATION EMPIRE TELEPHONE CORPORATION SAVINGS AND INVESTMENT PROFIT SHARING PLAN | PRATTSBURGH NY | 233 | $14.6M | $85K |
| 8 | MAGYAR BANK MAGYAR BANK 401(K) PROFIT SHARING PLAN | NEW BRUNSWICK NJ | 105 | $13.6M | $82K |
| 9 | CRYSTAL FLASH, INC. CRYSTAL FLASH, INC. RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 281 | $29.4M | $82K |
| 10 | ABRAMS FENSTERMAN, LLP ABRAMS FENSTERMAN, LLP 401(K) RETIREMENT PLAN | LAKE SUCCESS NY | 295 | $21.2M | $50K |
