Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BlackRock Advantage Small Cap Core Mutual Fund in their Schedule of Assets, totaling $654K 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 | FLUENCE ENERGY, LLC FLUENCE SAVINGS PLAN | ARLINGTON VA | 736 | $80.9M | $405K |
| 2 | THE NORWICH FREE ACADEMY RET PLAN OF THE NORWICH FREE ACADEMY STAFF IN PENTEGRA RET TRUST | NORWICH CT | 80 | $11.0M | $250K |