Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 44 retirement plans report an interest in this investment, totaling $20.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Blackrock Equity Index Fund, Blackrock Equity Index Fund CL R, Blackrock Equity Index. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PEPSICO, INC. PEPSICO, INC. DEFINED BENEFIT MASTER TRUST | PURCHASE NY | — | $11.2B | $1.2B |
| 2 | FIRSTENERGY CORP. FIRSTENERGY CORP. SAVINGS PLAN | AKRON OH | 12,394 | $3.9B | $855.6M |
| 3 | BARCLAYS SERVICES CORPORATION BARCLAYS 401(K) PLAN | NEW YORK NY | 11,498 | $3.6B | $785.3M |
| 4 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA TIAA CODE SECTION 401(K) PLAN | NEW YORK NY | 11,525 | $4.6B | $701.4M |
| 5 | THE HEARST CORPORATION HEARST CORPORATION MASTER TRUST FOR DEFINED CONTRIBUTION PLANS | CHARLOTTE NC | — | $3.3B | $663.6M |
| 6 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA TIAA RETIREMENT PLAN | NEW YORK NY | 11,597 | $5.9B | $644.7M |
| 7 | SEI TRUST COMPANY BENEFIT FUNDS INVESTMENT TRUST | OAKS PA | — | $8.8B | $499.5M |
| 8 | DESERET MUTUAL BENEFIT ADMINISTRATORS DESERET 401(K) PLAN | SALT LAKE CITY UT | 25,752 | $6.1B | $427.0M |
| 9 | AMERIPRISE FINANCIAL, INC. AMERIPRISE FINANCIAL 401(K) PLAN | MINNEAPOLIS MN | 8,958 | $3.6B | $364.2M |
| 10 | GENWORTH FINANCIAL, INC GENWORTH FINANCIAL INC. RETIREMENT AND SAVINGS PLAN | GLEN ALLEN VA | 2,802 | $955.5M | $247.4M |
