Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Blackrock Blackrock Mid-Cap Growth Equity Portfolio Class K in their Schedule of Assets, totaling $3.1M 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 | APTOS, LLC APTOS 401(K) SAVINGS PLAN | ALPHARETTA GA | 215 | $59.8M | $1.3M |
| 2 | KONTOOR BRANDS, INC. KONTOOR BRANDS 401(K) SAVINGS PLAN | GREENSBORO NC | 2,705 | $290.7M | $837K |
| 3 | SSOE, INC. SSOE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST |
TOLEDO OH |
| 1,325 |
| $285.8M |
| $520K |
| 4 | NEW HORIZONS BAKING COMPANY, LLC NEW HORIZONS BAKING COMPANY EMPLOYEE RETIREMENT & SAVINGS PLAN | NORWALK OH | 197 | $7.7M | $159K |
| 5 | CARUSO MANAGEMENT COMPANY, LTD. CARUSO MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN AND TRUST | LOS ANGELES CA | 142 | $29.5M | $145K |
| 6 | COLOR HEALTH, INC. COLOR 401(K) PLAN | BURLINGAME CA | 212 | $34.1M | $126K |
| 7 | NEW HORIZONS BAKING COMPANY, LLC NEW HORIZONS BAKING COMPANY 401(K) RETIREMENT & SAVINGS PLAN FOR NORWALK UNION BAKERS | NORWALK OH | 381 | $8.6M | $59K |
| 8 | GANDARA MENTAL HEALTH CENTER GANDARA MENTAL HEALTH CENTER, INC. BENEFIT PLANS | SPRINGFIELD MA | 1,593 | $2.9M | $3K |
