Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Blackrock 40/60 Target Allocation K 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 | AMERICAN QUARTER HORSE ASSOCIATION AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN | AMARILLO TX | 214 | $17.0M | $679K |
| 2 | JEWISH FEDERATION OF METROPOLITAN DETROIT JEWISH FEDERATION OF METROPOLITAN DETROIT 403(B) PLAN | BLOOMFIELD HILLS MI | 686 | $32.4M | $542K |
| 3 | AUTO, LLLP DBA AUTOINC |
AMARILLO TX |
| 500 |
| $23.5M |
| $490K |
| 4 | BRIDGE PARTNERS, LLC BRIDGE PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ISSAQUAH WA | 255 | $25.3M | $414K |
| 5 | PHARMA-BIO SERV PR, INC. PHARMA-BIO SERV PR, INC. RETIREMENT PLAN | DORADO PR | 52 | $4.8M | $197K |
| 6 | PHARMA-BIO SERV PR, INC. PHARMA-BIO SERV PR, INC. RETIREMENT PLAN | DORADO PR | 52 | $4.8M | $197K |
| 7 | TRAJECTOR MEDICAL, LLC TRAJECTOR HOLDINGS SAVINGS PLAN | GAINESVILLE FL | 773 | $14.9M | $152K |
| 8 | JETSUITEX, INC. JETSUITEX, INC. 401(K) PLAN | DALLAS TX | 988 | $19.2M | $117K |
| 9 | SEMRUSH, INC. SEMRUSH, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 324 | $16.2M | $108K |
| 10 | LIONS WORLD VISION INSTITUTE I LIONS WORLD VISION INSTITUTE I 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 368 | $10.4M | $87K |
