Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Blackrock Blackrock Equity Dividend in their Schedule of Assets, totaling $10.5M 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 | THE NUNES COMPANY EMPLOYEES' PROFIT SHARING 401 (K) PLAN | SALINAS CA | 151 | $62.2M | $5.9M |
| 2 | AMERICAN PETROLEUM INSTITUTE AMERICAN PETROLEUM INSTITUTE 401(K) DEFINED CONTRIBUTION PLAN | WASHINGTON DC | 307 | $138.5M | $1.7M |
| 3 | RYTEC CORPORATION RYTEC CORPORATION 401(K) SAVINGS PLAN |
JACKSON WI |
| 259 |
| $22.5M |
| $1.6M |
| 4 | SUPERIOR PLUS ENERGY SERVICES, INC. SUPERIOR PLUS ENERGY SERVICES, INC. 401(K) RETIREMENT PLAN | ROCHESTER NY | 2,509 | $185.8M | $1.0M |
| 5 | ST. JOSEPH HOLDINGS, LLC ST. JOSEPH HOLDINGS, LLC 401(K) PLAN | BATON ROUGE LA | 1,525 | $11.6M | $178K |
| 6 | LUMBEE TRIBE ENTERPRISES, LLC LUMBEE TRIBE ENTERPRISES, LLC 401(K) PLAN | PEMBROKE NC | 0 | $0 | $116K |
| 7 | COLLINS EINHORN FARRELL PC COLLINS EINHORN FARRELL PC 401(K) PLAN | SOUTHFIELD MI | 95 | $19.9M | $47K |