Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $6.4B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Blackrock Total Return Bond Fund F, Blackrock Total Return Bond F. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. BLACKROCK TOTAL RETURN BOND FUND L | SAN FRANCISCO CA | 0 | $2.1B | $2.0B |
| 2 | BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. BLACKROCK TOTAL RETURN BOND FUND M | SAN FRANCISCO CA | 0 | $822.3M | $813.1M |
| 3 | THE PERMANENTE MEDICAL GROUP, INC. THE PERMANENTE MEDICAL GROUP, INC. MASTER TRUST | PLEASANTON CA | — | $17.0B | $785.3M |
| 4 | BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. BLACKROCK TOTAL RETURN BOND FUND T | SAN FRANCISCO CA | 0 | $629.2M | $629.0M |
| 5 | BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. BLACKROCK TOTAL RETURN BOND FUND J | SAN FRANCISCO CA | 0 | $601.5M | $601.4M |
| 6 | FCA US LLC FCA US LLC DEFINED CONTRIBUTION PLAN MASTER TRUST | AUBURN HILLS MI | — | $10.1B | $328.3M |
| 7 | GREAT GRAY TRUST COMPANY, LLC CALLAN CORE BOND FUND | LAS VEGAS NV | — | $944.3M | $283.4M |
| 8 | AT&T INC. AT&T SAVINGS GROUP INVESTMENT TRUST | DALLAS TX | — | $11.7B | $256.2M |
| 9 | BAYER CORPORATION BAYER CORPORATION SAVINGS AND RETIREMENT PLAN | ST LOUIS MO | 17,218 | $10.8B | $192.9M |
| 10 | BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITY BOILERMAKERS NATIONAL ANNUITY TRUST | KANSAS CITY MO | 27,657 | $1.3B | $170.7M |
