Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding ISHARES U.S. AGGREGATE BD K GM MUTUAL FUNDS in their Schedule of Assets, totaling $8.3M 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 | RG5 LLC RG5 LLC 401K PLAN | FAIRFAX VA | 74 | $33.8M | $3.1M |
| 2 | P. L. MARKETING INC. P. L. MARKETING INC. 401(K) SAVINGS PLAN | NEWPORT KY | 2,239 | $49.7M | $2.7M |
| 3 | SHUTTLEWORTH & INGERSOLL, P.L.C. SHUTTLEWORTH & INGERSOLL, P.L.C. 401(K) PLAN |
CEDAR RAPIDS IA |
| 103 |
| $43.8M |
| $2.2M |
| 4 | MATERNAL AND FAMILY HEALTH SERVICES MATERNAL AND FAMILY HEALTH SERVICES RETIREMENT SAVINGS PLAN | WILKES BARRE PA | 185 | $19.1M | $340K |
| 5 | CANCER PARTNERS OF NEBRASKA, P.C. CANCER PARTNERS OF NEBRASKA 401(K) PROFIT SHARING PLAN | LINCOLN NE | 187 | $32.8M | $2K |
