Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BLACKROCK 40 60 TARGET ALLOC R in their Schedule of Assets, totaling $3.4M 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 | NEW SABINA INDUSTRIES, INC. NEW SABINA INDUSTRIES, INC. ASSOC SAVINGS & INVESTMENT PLAN | SABINA OH | 368 | $34.5M | $3.2M |
| 2 | READY TECH - GO, INC. RTG MEDICAL 401(K) PLAN | FREMONT NE | 840 | $23.7M | $231K |