Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BlackRock BlackRock Equity Dividend Cl I in their Schedule of Assets, totaling $42.6M 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 | P & M HOLDING GROUP, LLP P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN | SOUTHFIELD MI | 3,611 | $655.4M | $33.9M |
| 2 | P & M HOLDING GROUP, LLP P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN | SOUTHFIELD MI | 1,046 | $226.5M | $8.2M |
| 3 | ORLANS P.C. |
TROY MI |
| 252 |
| $13.7M |
| $541K |