Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding USAA Intermediate-Term Bond Mutual Fund in their Schedule of Assets, totaling $2.3M 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 | TERRANOVA GROUP, INC CHAPEL HILL ACADEMY 401(K) PROFIT SHARING PLAN | MONTVILLE NJ | 84 | $22.4M | $1.3M |
| 2 | MEAGHER & GEER, P.L.L.P. MEAGHER & GEER P.L.L.P. PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 130 | $50.9M | $1.1M |
