Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $405.4M 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 T, Blackrock Total Return Bond T. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | VISION SERVICE PLAN VSP RETIREMENT PLAN | RANCHO CORDOVA CA | 5,853 | $1.5B | $82.4M |
| 2 | HDR, INC. HDR, INC. BEST PLAN AND ESOP | OMAHA NE | 12,137 | $7.7B | $77.0M |
| 3 | RELX INC. RELX INC. US SALARY INVESTMENT PLAN | NEW YORK NY | 13,644 | $4.2B | $53.1M |
| 4 | KING & SPALDING LLP KING & SPALDING LLP PROFIT SHARING - 401(K) PLAN | ATLANTA GA | 2,071 | $1.3B | $44.9M |
| 5 | COREBRIDGE FINANCIAL, INC. COREBRIDGE FINANCIAL, INC. RETIREMENT SAVINGS 401(K) PLAN | HOUSTON TX | 5,142 | $2.8B | $26.4M |
| 6 | BROOKFIELD ASSET MANAGEMENT LLC BROOKFIELD 401(K) SAVINGS PLAN | CLEVELAND OH | 4,793 | $1.2B | $23.1M |
| 7 | UKG INC. UKG RETIREMENT SAVINGS PLAN | WESTON FL | 8,828 | $2.0B | $17.5M |
| 8 | PROMEDICA EMPLOYMENT SERVICES, LLC HCR MANORCARE RETIREMENT SAVINGS 401(K) PLAN | TOLEDO OH | 1 | $632.9M | $15.5M |
| 9 | BALL CORPORATION BALL CORPORATION 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | WESTMINSTER CO | 4,616 | $2.3B | $13.6M |
| 10 | THE KLEINFELDER GROUP, INC. THE KLEINFELDER GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 3,015 | $539.0M | $13.6M |
