Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BLACKROCK 60 40 TARGET ALLOC R in their Schedule of Assets, totaling $13.1M 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 | NEW SABINA INDUSTRIES, INC. NEW SABINA INDUSTRIES, INC. ASSOC SAVINGS & INVESTMENT PLAN | SABINA OH | 368 | $34.5M | $12.5M |
| 2 | UNIVERSAL REHAB & FITNESS INST UNIVERSAL INSTITUTE 401(K) PLAN | LIVINGSTON NJ | 669 | $8.6M | $468K |
| 3 | READY TECH - GO, INC. RTG MEDICAL 401(K) PLAN |
FREMONT NE |
| 840 |
| $23.7M |
| $66K |
