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 Allocation K in their Schedule of Assets, totaling $15.6M 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 | AMERICAN QUARTER HORSE ASSOCIATION AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN | AMARILLO TX | 214 | $17.0M | $6.9M |
| 2 | AUTO, LLLP DBA AUTOINC AUTOINC 401(K) PLAN | AMARILLO TX | 500 | $23.5M | $4.7M |
| 3 | KIMBALL MANAGEMENT KIMBALL MANAGEMENT 401(K) PLAN |
SALT LAKE CITY UT |
| 169 |
| $7.1M |
| $1.9M |
| 4 | JETSUITEX, INC. JETSUITEX, INC. 401(K) PLAN | DALLAS TX | 988 | $19.2M | $1.1M |
| 5 | FREEDOM SCIENTIFIC, INC. VISPERO 401(K) PLAN | CLEARWATER FL | 196 | $31.9M | $324K |
| 6 | CENTRAL MINNESOTA MENTAL HEALTH CENTER CENTRAL MINNESOTA MENTAL HEALTH CENTER 403(B) RETIREMENT PLAN | WAITE PARK MN | 261 | $15.2M | $294K |
| 7 | SEMRUSH, INC. SEMRUSH, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 324 | $16.2M | $248K |
| 8 | MATSUI NURSERY, INC. MATSUI NURSERY, INC. PROFIT SHARING 401(K) PLAN | SALINAS CA | 122 | $2.8M | $115K |
| 9 | LIONS WORLD VISION INSTITUTE I LIONS WORLD VISION INSTITUTE I 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 368 | $10.4M | $94K |
| 10 | ANA G MENDEZ UNIVERSITY INC ANA G MENDEZ UNIVERSITY INC 401K PLAN | ORLANDO FL | 102 | $3.3M | $30K |
