Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BlackRock Advtg Sm Cap Core K 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.
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 | SWINERTON INCORPORATED SWINERTON 401(K) & SAVINGS PLAN | CONCORD CA | 2,707 | $831.5M | $7.8M |
| 2 | BEACON CREDIT UNION BEACON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | WABASH IN | 171 | $35.5M | $1.6M |
| 3 | COMMUNITY ACTION OF NORTHEAST INDIANA, INC. DBA BRIGHTPOINT |
FORT WAYNE IN |
| 330 |
| $8.0M |
| $255K |
