Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Blackrock Blackrock High Yield Portfolio Instl in their Schedule of Assets, totaling $2.5M 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 | ST. LUKE'S CORNWALL HOSPITAL ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN | NEWBURGH NY | 1,423 | $109.6M | $744K |
| 2 | ALLEGIANCE CRANE & EQUIPMENT, LLC ALLEGIANCE CRANE & EQUIPMENT, LLC 401(K) PLAN | HOUSTON TX | 442 | $19.3M | $585K |
| 3 | SAFEHOLD INC. SAFEHOLD SAVINGS AND RETIREMENT PLAN TRUST |
NEW YORK NY |
| 81 |
| $63.0M |
| $540K |
| 4 | TAO GROUP OPERATING, LLC TAO GROUP OPERATING, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 3,013 | $26.1M | $386K |
| 5 | ALTAONE FEDERAL CREDIT UNION ALTAONE FEDERAL CREDIT UNION 401(K) PLAN | RIDGECREST CA | 186 | $10.7M | $154K |
| 6 | NORTHWESTERN MEDICAL CENTER, INC NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN | ST. ALBANS VT | 762 | $93.2M | $58K |