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 Allocation K Mutual Funds in their Schedule of Assets, totaling $670K 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 | TECHCXO, LLC TECHCXO LLC 401(K) PROFIT SHARING PLAN | GRAYSON GA | 190 | $42.0M | $384K |
| 2 | ROYAL BANCSHARES, INC. ROYAL BANK EMPLOYEE STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN | ELROY WI | 145 | $16.6M | $154K |
| 3 | WILSON TURNER KOSMO LLP WILSON TURNER KOSMO LLP 401(K) PROFIT SHARING PLAN |
SAN DIEGO CA |
| 118 |
| $30.4M |
| $123K |
| 4 | USG MANAGEMENT SERVICES OF FLORIDA, INC. USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN | TAMPA FL | 219 | $16.5M | $8K |
| 5 | PIVOT ENERGY, INC. PIVOT ENERGY, INC. 401(K) PLAN | DENVER CO | 187 | $10.3M | $3K |
