Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding BlackRock 60/40 Target Alloc Inv A BlackRock 0 in their Schedule of Assets, totaling $2.1M 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 | UNITED HOMES GROUP, INC. UNITED HOMES GROUP 401(K) PLAN | CHAPIN SC | 192 | $6.1M | $1.5M |
| 2 | GREAT SOUTHERN HOMES, INC. GREAT SOUTHERN HOMES 401(K) PLAN | IRMO SC | 205 | $1.5M | $368K |
| 3 | INTEGRATED FINANCE AND ACCOUNTING SOLUTIONS IFAS SMART SAVINGS PLAN |
ARLINGTON VA |
| 225 |
| $4.2M |
| $168K |
| 4 | NELSON AUTOMOTIVE GROUP NELSON AUTOMOTIVE GROUP 401(K) PLAN | MARTINSVILLE VA | 99 | $4.6M | $21K |
| 5 | PMC CORPORATION PMC CORPORATION EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | CLINTON SC | 79 | $1.5M | $21K |
