Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Blackrock Advantage Small Cap Core Fund in their Schedule of Assets, totaling $4.6M 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 | PUMA NORTH AMERICA, INC. PUMA NORTH AMERICA, INC. 401(K) PLAN | SOMERVILLE MA | 2,825 | $129.6M | $1.4M |
| 2 | BEARD HOLDING, INC. DBA BEARD EQUIPMENT COMPANY BEARD EQUIPMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST | MOBILE AL | 418 | $38.6M | $1.2M |
| 3 | NEENAH ENTERPRISES, INC. |
NEENAH WI |
| 829 |
| $104.7M |
| $629K |
| 4 | WOLVERINE FUELS, LLC WOLVERINE FUELS HOLDING, LLC 401(K) PLAN | SANDY UT | 930 | $89.1M | $500K |
| 5 | ADVISORTRUST, INC. ASSETMARK POOLED EMPLOYER PLAN | SIOUX FALLS SD | 1,198 | $23.4M | $262K |
| 6 | TOPBLOC, LLC TOPBLOC 401(K) PLAN | CHICAGO IL | 617 | $32.0M | $194K |
| 7 | BASS UNDERWRITERS, INC. BASS UNDERWRITERS, INC. 401(K) P.S. PLAN | PLANTATION FL | 616 | $47.0M | $173K |
| 8 | ORLANDO/ORANGE COUNTY CONVENTION & VISITORS BUREAU, INC. VISIT ORLANDO 401(K) PLAN | ORLANDO FL | 165 | $35.8M | $103K |
| 9 | KBI SERVICES, INC. KBI SERVICES, INC. 401(K) & PROFIT SHARING PLAN | NEW YORK NY | 716 | $20.7M | $99K |
| 10 | PARTNERS IN HEALTH, A NONPROFIT CORPORATION PARTNERS IN HEALTH 401(K) PLAN | BOSTON MA | 349 | $24.1M | $58K |
