Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BlackRock Advantage SMID Cap Fund in their Schedule of Assets, totaling $9.7M 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 | VOLVO CAR USA LLC VOLVO CARS EMPLOYEES' SAVINGS TRUST PLAN | MAHWAH NJ | 3,218 | $325.6M | $8.5M |
| 2 | A-TEK, INC. A-TEK, INC. 401(K) PLAN | MCLEAN VA | 227 | $19.0M | $1.2M |