Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding BlackRock Advantage Small Cap Core Fund Class K Mutual fund in their Schedule of Assets, totaling $4.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SFS GROUP USA, INC. SFS GROUP USA 401(K) PLAN | WYOMISSING PA | 1,561 | $113.8M | $2.0M |
| 2 | BLOOM ENERGY CORPORATION BLOOM ENERGY CORPORATION 401K PLAN | SAN JOSE CA | 1,718 | $144.4M | $1.6M |
| 3 | MODIGENT LLC MODIGENT LLC 401(K) PLAN | PHOENIX |
| 1,448 |
| $50.9M |
| $172K |
| 4 | SHEPLEY BULFINCH RICHARDSON AND ABBOTT SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INCORPORATED PROFIT SHARING PLAN | BOSTON MA | 179 | $40.2M | $152K |
| 5 | LUMOS LABS, INC. LUMOS LABS, INC. 401(K) PLAN | SAN FRANCISCO CA | 24 | $12.6M | $104K |
| 6 | SUPERIOR PRECISION SHEET METAL CORP MICRO METALS, INC. PROFIT SHARING PLAN | COLORADO SPRINGS CO | 94 | $5.5M | $103K |
