Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding BlackRock 40/60 Target Alloc K in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FOUR STAR MANAGEMENT, LLC CAMPBELL BROTHERS 401(K) PROFIT SHARING PLAN | DELANO CA | 191 | $7.5M | $529K |
| 2 | PHOENIX MANAGEMENT SOLUTIONS, LL PHOENIX MANAGEMENT SOLUTIONS, LLC 401K PROFIT SHARING PLAN & T | SAN ANTONIO TX | 199 | $12.6M | $320K |
| 3 | BURBANK DENTAL LABORATORY, LLC |
BURBANK CA |
| 122 |
| $7.8M |
| $222K |
| 4 | ICI HOMES RESIDENTIAL HOLDINGS LLC ICI HOMES RESIDENTIAL HOLDINGS LLC 401(K) SAVINGS PLAN | DAYTONA BEACH FL | 231 | $20.7M | $171K |
| 5 | CREATIVE OPTIONS, INC. CREATIVE OPTIONS, INC. 401(K) RETIREMENT PLAN | ROSEDALE MD | 191 | $2.5M | $74K |
| 6 | ENGEL BURMAN SENIOR HOUSING AT EAST MEADOW, INC. ENGEL BURMAN SENIOR HOUSING 401(K) PLAN | RONKONKOMA NY | 2,628 | $33.9M | $72K |
| 7 | GROUP DELTA CONSULTANTS, INC. GROUP DELTA CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 77 | $14.6M | $23K |
| 8 | EPCON COMMUNITIES SERVICES, LLC EPCON COMMUNITIES 401(K) PLAN | DUBLIN OH | 198 | $21.9M | $23K |
| 9 | WILHOIT PROPERTIES, INC. WILHOIT PROPERTIES, INC. 401(K) PLAN | SPRINGFIELD MO | 370 | $5.4M | $16K |
| 10 | BANK OF ENGLAND BANK OF ENGLAND MORTGAGE 401(K) PLAN | ENGLAND AR | 133 | $32.7M | $12K |
