Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Blackrock 40/60 Target Allocation K Mutual Funds in their Schedule of Assets, totaling $592K 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 | USG MANAGEMENT SERVICES OF FLORIDA, INC. USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN | TAMPA FL | 219 | $16.5M | $258K |
| 2 | ROYAL BANCSHARES, INC. ROYAL BANK EMPLOYEE STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN | ELROY WI | 145 | $16.6M | $143K |
| 3 | TECHCXO, LLC |
GRAYSON GA |
| 190 |
| $42.0M |
| $113K |
| 4 | PIVOT ENERGY, INC. PIVOT ENERGY, INC. 401(K) PLAN | DENVER CO | 187 | $10.3M | $39K |
| 5 | WILSON TURNER KOSMO LLP WILSON TURNER KOSMO LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 118 | $30.4M | $28K |
| 6 | PRO ENERGY SERVICES GROUP LLC PRO ENERGY SERVICES GROUP, LLC 401(K) PLAN | RAMONA CA | 124 | $4.4M | $8K |
| 7 | SIGNATURE TRANSPORT INC. SIGNATURE TRANSPORT 401(K) PLAN | KELSO WA | 44 | $1.7M | $2K |
