Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding U.S. Bond Index in their Schedule of Assets, totaling $1.1M 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 | AVALON RISK MANAGEMENT INSURANCE AGENCY LLC AVALON RISK MANAGEMENT 401(K) PLAN | SCHAUMBURG IL | 138 | $18.7M | $457K |
| 2 | AJS SHARED SERVICES, LLC AJS SHARED SERVICES, LLC 401(K) PLAN | WARREN NJ | 304 | $44.1M | $294K |
| 3 | SPORT CHEVROLET COMPANY LLC SPORT CHEVROLET HONDA 401(K) PLAN |
SILVER SPRING MD |
| 181 |
| $17.1M |
| $291K |
| 4 | LOS ANGELES RAMS, LLC LOS ANGELES RAMS 401(K) PLAN | AGOURA HILLS CA | 349 | $39.8M | $37K |