Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 43 retirement plans report an interest in this investment, totaling $2.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Blackrock Total Return Fund, Blackrock Total Return, Blackrock Total Return K, Blackrock Total Return Fund Class K, Blackrock Total Return SVC, Blackrock Total Return FD K. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AIRX CLIMATE SOLUTIONS, INC. AIRX CLIMATE SOLUTIONS, INC. 401(K) PLAN | YUKON OK | 570 | $31.7M | $1.1M |
| 2 | MIDWEST AMERICA FEDERAL CREDIT UNION MIDWEST AMERICA FEDERAL CREDIT UNION 401(K) PROFIT SHARING | FORT WAYNE IN | 194 | $14.5M | $674K |
| 3 | ZACKS INVESTMENT RESEARCH, INC. ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 285 | $38.3M | $174K |
| 4 | A.R.M. 401(K) PLAN A.R.M. 401(K) PLAN | LAKELAND FL | 195 | $2.8M | $151K |
| 5 | FOSS SWIM SCHOOL, LLC FOSS SWIM SCHOOL, LLC 401(K) PLAN | EDEN PRAIRIE MN | 1,040 | $8.3M | $76K |
| 6 | UPPER SKAGIT INDIAN TRIBE UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN | BOW WA | 288 | $14.3M | $76K |
| 7 | WESTERN INTEGRATED TECHNOLOGIES LLC WESTERN INTEGRATED TECHNOLOGIES LLC 401(K) PLAN | KENT WA | 143 | $9.6M | $74K |
| 8 | UNITED TELEPHONE COMPANY UNITED TELEPHONE COMPANY 401(K) PLAN | CHAPEL HILL TN | 188 | $9.2M | $52K |
| 9 | AIRTEK CONSTRUCTION INC AIRTEK CONSTRUCTION 401(K) RETIREMENT PLAN | TROY AL | 301 | $19.4M | $50K |
| 10 | VERRICA PHARMACEUTICALS VERRICA PHARMACEUTICALS 401(K) | WEST CHESTER PA | 102 | $5.8M | $50K |
