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 Allocation Fund Mutual fund (1) in their Schedule of Assets, totaling $779K 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 | THOMAS A. BRADY SPORTS MEDICINE, P.C. THOMAS A. BRADY SPORTS MEDICINE CENTER P.C. 401(K) PROFIT SHARING PLAN | CARMEL IN | 224 | $44.4M | $431K |
| 2 | S. WALTER PACKAGING CORP. S. WALTER PACKAGING CORP. 401(K) SAVINGS AND INVESTMENT PLAN | TREVOSE PA | 236 | $15.5M | $348K |
