Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Blackrock BlackRock High Yield Portfolio Fund in their Schedule of Assets, totaling $3.3M 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 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $2.2M |
| 2 | PAPERWORKS INDUSTRIES, INC. PAPERWORKS INDUSTRIES, INC. SAVINGS PLAN | FORT WASHINGTON PA | 724 | $57.5M | $752K |
| 3 | CLEAR STREET MANAGEMENT LLC |
NEW YORK NY |
| 537 |
| $45.3M |
| $256K |
| 4 | WHITESTONE REIT WHITESTONE REIT RETIREMENT SAVINGS PLAN | HOUSTON TX | 71 | $9.4M | $176K |
| 5 | AMBULANCE MANAGEMENT SERVICES LTD RGFERRELL COMPANIES 401(K) PLAN | TERRE HAUTE IN | 203 | $691K | $4K |
