Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding BlackRock BlackRock Health Sciences Opp Port Instl in their Schedule of Assets, totaling $337K 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 | K. WEST GROUP, LLC KWEST GROUP, LLC 401(K) PLAN | PERRYSBURG OH | 289 | $21.5M | $337K |
