Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Blackrock Blackrock Advantage Small Cap Core K in their Schedule of Assets, totaling $19.9M 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 | ASCENSUS, LLC. ASCENSUS, LLC 401(K) SAVINGS PLAN | DRESHER PA | 4,858 | $621.8M | $16.5M |
| 2 | METROMONT LLC THE RETIREMENT PLAN FOR ASSOCIATES OF METROMONT LLC | GREENVILLE SC | 915 | $82.2M | $2.7M |
| 3 | VASCULAR SURGERY ASSOCIATES, LLC VASCULAR SURGERY ASSOCIATES, LLC 401(K) PLAN |
BEL AIR MD |
| 113 |
| $23.3M |
| $155K |
| 4 | LEE CONSTRUCTION GROUP, INC. LEE CONSTRUCTION GROUP 401(K) RETIREMENT PLAN | CHARLOTTESVILLE VA | 169 | $3.1M | $134K |
| 5 | MORAN & COMPANY MORAN & COMPANY 401(K) PLAN | CHICAGO IL | 138 | $20.9M | $126K |
| 6 | COUNTY BANK COUNTY BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | REHOBOTH BEACH DE | 93 | $12.6M | $103K |
| 7 | STATE DEPARTMENT FEDERAL CREDIT UNION STATE DEPARTMENT FEDERAL CREDIT UNION 401(K) PLAN | ALEXANDRIA VA | 202 | $33.4M | $93K |
| 8 | COGSTATE, INC. COGSTATE, INC. 401(K) PLAN | NEW HAVEN CT | 108 | $11.9M | $32K |
| 9 | ZRG PARTNERS LLC ZRG PARTNERS 401(K) RETIREMENT PLAN | ROCHELLE PARK NJ | 434 | $39.7M | $31K |
| 10 | OPTIMA DERMATOLOGY PARTNERS, LLC OPTIMA DERMATOLOGY PARTNERS RETIREMENT PLAN | PORTSMOUTH NH | 446 | $16.2M | $16K |
