Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Advisor Trust Inc. iShares Core US Aggregate Bond ETF in their Schedule of Assets, totaling $495K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | REP PERIMETER HOLDINGS, LLC D/B/A PERIMETER HEALTHCARE PERIMETER HEALTHCARE 401(K) PLAN | ALPHARETTA GA | 1,126 | $5.9M | $495K |
