Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Blackrock 40/60 Target Allocation K Registered Investment Company in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JFE SHOJI AMERICA, LLC JFE GROUP 401(K) PLAN | LONG BEACH CA | 404 | $34.9M | $1.5M |
| 2 | JFE SHOJI AMERICA HOLDINGS, INC. JFE GROUP 401(K) PLAN | LONG BEACH CA | 1,005 | $69.9M | $1.5M |
| 3 | MICHIGAN ORTHOPAEDIC SURGEONS, PLLC MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN |
SOUTHFIELD MI |
| 371 |
| $46.5M |
| $48K |
