Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding BlackRock 60 40 Target Alloc K in their Schedule of Assets, totaling $10.5M 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 | FOUR STAR MANAGEMENT, LLC CAMPBELL BROTHERS 401(K) PROFIT SHARING PLAN | DELANO CA | 191 | $7.5M | $2.7M |
| 2 | BANK OF ENGLAND BANK OF ENGLAND MORTGAGE 401(K) PLAN | ENGLAND AR | 133 | $32.7M | $1.7M |
| 3 | PHOENIX MANAGEMENT SOLUTIONS, LL PHOENIX MANAGEMENT SOLUTIONS, LLC 401K PROFIT SHARING PLAN & T |
SAN ANTONIO TX |
| 199 |
| $12.6M |
| $1.6M |
| 4 | BROWN AUTOMOTIVE GROUP, LP BROWN AUTOMOTIVE GROUP 401(K) PLAN | AMARILLO TX | 105 | $7.6M | $1.2M |
| 5 | GREAT PLAINS VENTURES, INC. GPV 401(K) RETIREMENT PLAN | WICHITA KS | 334 | $33.3M | $887K |
| 6 | BURBANK DENTAL LABORATORY, LLC BURBANK DENTAL LABORATORY, LLC SALARY DEFERRAL PLAN | BURBANK CA | 122 | $7.8M | $869K |
| 7 | BUSH ROSS, P.A. BUSH ROSS, P.A. 401(K) PROFIT SHARING PLAN | TAMPA FL | 111 | $37.4M | $362K |
| 8 | ABBOTT LABORATORIES EES C/U ALEC 401(K) RETIREMENT PLAN | GURNEE IL | 94 | $13.7M | $322K |
| 9 | CREATIVE OPTIONS, INC. CREATIVE OPTIONS, INC. 401(K) RETIREMENT PLAN | ROSEDALE MD | 191 | $2.5M | $251K |
| 10 | SPENCER TECHNOLOGIES, INC. SPENCER TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | MEDWAY MA | 351 | $11.0M | $246K |
