Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Blackrock 80/20 Target Allocation Mutual Fund in their Schedule of Assets, totaling $3.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | 9 DOT EDUCATION SOLUTIONS, LLC 9DOT 401(K) PLAN | PASADENA CA | 2,009 | $101.7M | $3.1M |
| 2 | MAX-TECH, INC. MAX-TECH INC. 401(K) PROFIT SHARING PLAN | HAMEL MN | 723 | $15.2M | $402K |
| 3 | THE KINCAID GROUP THE KINCAID GROUP RETIREMENT PLAN |
| 167 |
| $6.1M |
| $98K |
| 4 | HUMPHREYS & PARTNERS ARCHITECTS, L.P. HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN | PLANO TX | 154 | $23.1M | $75K |
| 5 | HUMPHREYS & PARTNERS ARCHITECTS, L.P. HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN | DALLAS TX | 221 | $23.0M | $7K |
