Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Blackrock 40/60 Target Allocation Mutual Fund in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MAX-TECH, INC. MAX-TECH INC. 401(K) PROFIT SHARING PLAN | HAMEL MN | 723 | $15.2M | $2.1M |
| 2 | OXYGEN SERVICE COMPANY, INC. OXYGEN SERVICE COMPANY, INC. 401(K) SAVINGS PLAN | SAINT PAUL MN | 163 | $7.3M | $249K |
| 3 | ENGEL BURMAN SENIOR HOUSING AT EAST MEADOW, INC. |
RONKONKOMA NY |
| 2,628 |
| $33.9M |
| $72K |
| 4 | CCRI, INC. CCRI 401(K) RETIREMENT PLAN | MOORHEAD MN | 364 | $10.8M | $44K |
| 5 | COMMUNITY HEALTH PROFESSIONALS COMMUNITY HEALTH PROFESSIONALS 403(B) PLAN | VAN WERT OH | 162 | $4.9M | $9K |
