Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding iShares Core Aggressive Allocation ETF in their Schedule of Assets, totaling $22K 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 | NESTEGGS RETIREMENT PLAN SERVICES, INC. WAVERLY ADVISORS, LLC PEP | JACKSONVILLE FL | 235 | $3.3M | $20K |
| 2 | MARK A. O'NEAL & ASSOCIATES, INC. MARK A. O'NEAL & ASSOCIATES, INC. 401(K) PLAN | BATON ROUGE LA | 132 | $4.4M | $2K |
