Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Blackrock Blackrock 40/60 Target Allocation K in their Schedule of Assets, totaling $5.8M 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 | AMARILLO NATIONAL BANK AMARILLO NATIONAL BANK 401(K) PLAN | AMARILLO TX | 719 | $118.5M | $4.7M |
| 2 | GTE FEDERAL CREDIT UNION GTE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | TAMPA FL | 525 | $61.3M | $292K |
| 3 | AMARILLO MEDICAL SPECIALISTS, LLP AMARILLO MEDICAL SPECIALISTS, LLP 401(K) PROFIT SHARING PLAN AND TRUST |
AMARILLO TX |
| 172 |
| $32.4M |
| $239K |
| 4 | COGENT BIOSCIENCES, INC. COGENT BIOSCIENCES, INC. 401(K) PLAN | WALTHAM MA | 201 | $17.6M | $199K |
| 5 | PREMIUM GUARD, INC. PREMIUM GUARD 401(K) SAVINGS PLAN | MEMPHIS TN | 335 | $5.7M | $124K |
| 6 | WARRIOR MFG., LLC WARRIOR MFG., LLC 401(K) PROFIT SHARING PLAN & TRUST | HUTCHINSON MN | 107 | $8.6M | $120K |
| 7 | CARDIOLOGY CENTER OF AMARILLO, LLP CARDIOLOGY CENTER OF AMARILLO, LLP 401(K) PLAN | AMARILLO TX | 111 | $24.9M | $53K |
| 8 | ZAP ENGINEERING & CONSTRUCTION SERVICES, INC. ZAP ENGINEERING & CONSTRUCTION SERVICES, INC. 401(K) PLAN | LAKEWOOD CO | 225 | $15.5M | $53K |
| 9 | THE BENECON GROUP, LLC THE BENECON GROUP, LLC 401(K) PROFIT SHARING PLAN | LITITZ PA | 234 | $27.3M | $43K |
| 10 | DENVER GLASS INTERIORS LLC DENVER GLASS INTERIORS LLC 401(K) PLAN | ENGLEWOOD CO | 263 | $10.3M | $8K |
