Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding BLACKROCK BLACKRCK RUSSELL 2000VAL CL31 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $134K 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 | AYRES GROUP AYRES GROUP 401K SAVINGS & INVESTMENT PLAN | COSTA MESA CA | 762 | $19.7M | $46K |
| 2 | AYRES MANAGEMENT L.P. AYRES MANAGEMENT L.P. 401K SAVINGS & INVESTMENT PLAN | COSTA MESA CA | 780 | $22.9M | $43K |
| 3 | WOODRUFF & SONS INC. WOODRUFF & SONS INC. 401K/PROFIT SHARING RETIREMENT PLAN |
BRADENTON FL |
| 249 |
| $11.6M |
| $32K |
| 4 | JOHN HENRYS PLUMBING & HEATING JOHN HENRYS PLUMBING & HEATING 401K PLAN | LINCOLN NE | 142 | $4.5M | $13K |
