TA Blackrock Index 2025 RET Acct
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 35 retirement plans report an interest in this investment, totaling $6.9M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
35
Reported interest (EOY)
$6.9M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: TA Blackrock Index 2025 RET Acct, TA Blackrock Index 2025 RET. Counts combine all variants of the same investment.
Plans holding TA Blackrock Index 2025 RET Acctranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | THE PARTNER COMPANIES LLC THE PARTNER COMPANIES MEP | CHICAGO IL | 408 | $18.1M | $2.4M |
| 2 | BUCKLES-SMITH ELECTRIC CO. BUCKLES-SMITH ELECTRIC CO. SAVINGS AND INVESTMENT PLAN | SANTA CLARA CA | 138 | $20.3M | $1.3M |
| 3 | HR, INC. DBA SIMPLE HR HR, INC. DBA SIMPLE HR 401(K) PLAN | DESTIN FL | 1,308 | $23.2M | $1.3M |
| 4 | KCPHI SERVICES, LLC DBA MAKAI HR MAKAI HR RETIREMENT PLAN | HONOLULU HI | 558 | $10.2M | $711K |
| 5 | QUAD PLUS LLC QUAD PLUS LLC PROFIT SHARING PLAN | NEW LENOX IL | 250 | $28.1M | $604K |
| 6 | ELEMENTAL MANAGEMENT GROUP, LLC ELEMENTAL MANAGEMENT GROUP, LLC 401(K) PLAN | BALDWINSVILLE NY | 254 | $3.5M | $530K |
| 7 | THE SHIELD COMPANIES, LLC THE SHIELD CO 401(K) | GILBERT AZ | 1,659 | $1.7M | $11K |
| 8 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $0 |
| 9 | SOUTHEAST PERSONNEL LEASING, INC. SOUTHEAST PERSONNEL LEASING RETIREMENT SAVINGS PLAN | HOLIDAY FL | 2,504 | $46.5M | $0 |
| 10 | STANGENES INDUSTRIES, INC. STANGENES INDUSTRIES, INC. PROFIT SHARING PLAN | PALO ALTO CA | 160 | $28.9M | $0 |
See all 35 plans holding TA Blackrock Index 2025 RET Acct
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