Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Blackrock 80/20 Target Allocation K in their Schedule of Assets, totaling $10.9M 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 | AUTO, LLLP DBA AUTOINC AUTOINC 401(K) PLAN | AMARILLO TX | 500 | $23.5M | $4.3M |
| 2 | AMERICAN QUARTER HORSE ASSOCIATION AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN | AMARILLO TX | 214 | $17.0M | $2.8M |
| 3 | JETSUITEX, INC. JETSUITEX, INC. 401(K) PLAN |
DALLAS TX |
| 988 |
| $19.2M |
| $954K |
| 4 | KIMBALL MANAGEMENT KIMBALL MANAGEMENT 401(K) PLAN | SALT LAKE CITY UT | 169 | $7.1M | $859K |
| 5 | W3, LLC W3, LLC 401(K) PLAN | ALPHARETTA GA | 719 | $16.9M | $428K |
| 6 | LA JOLLA BEACH AND TENNIS CLUB PARTNERS L.P. LA JOLLA BEACH AND TENNIS CLUB 401(K) PLAN | LA JOLLA CA | 405 | $8.8M | $383K |
| 7 | LIONS WORLD VISION INSTITUTE I LIONS WORLD VISION INSTITUTE I 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 368 | $10.4M | $368K |
| 8 | FREEDOM SCIENTIFIC, INC. VISPERO 401(K) PLAN | CLEARWATER FL | 196 | $31.9M | $139K |
| 9 | FABER, COE & GREGG, INC. FABER, COE & GREGG 401(K) PLAN | SECAUCUS NJ | 321 | $2.7M | $128K |
| 10 | COMMERCIAL DESIGN SERVICES INC. COMMERCIAL DESIGN SERVICES INC. 401K PROFIT SHARING PLAN & TRUST | TAMPA FL | 130 | $10.6M | $127K |