Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares Core 80/20 Aggressive Alloc ETF iShares 0 in their Schedule of Assets, totaling $2.5M 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 | FLORIDA MEDICAL SPECIALISTS, LLC MAXHEALTH 401(K) PLAN | SARASOTA FL | 441 | $17.7M | $2.4M |
| 2 | FAMILY OF WOODSTOCK, INC. FAMILY OF WOODSTOCK, INC. RETIREMENT PLAN | KINGSTON NY | 206 | $2.6M | $3K |
