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 $4.5M 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 | EXCEL CONTRACTORS, LLC EXCEL GROUP 401(K) SAVINGS PLAN | BATON ROUGE LA | 7,735 | $53.6M | $1.4M |
| 2 | APTOS, LLC APTOS 401(K) SAVINGS PLAN | ALPHARETTA GA | 215 | $59.8M | $1.3M |
| 3 | KONTOOR BRANDS, INC. KONTOOR BRANDS 401(K) SAVINGS PLAN |
| 2,705 |
| $290.7M |
| $837K |
| 4 | SSOE, INC. SSOE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST | TOLEDO OH | 1,325 | $285.8M | $520K |
| 5 | NEW HORIZONS BAKING COMPANY, LLC NEW HORIZONS BAKING COMPANY EMPLOYEE RETIREMENT & SAVINGS PLAN | NORWALK OH | 197 | $7.7M | $159K |
| 6 | CARUSO MANAGEMENT COMPANY, LTD. CARUSO MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN AND TRUST | LOS ANGELES CA | 142 | $29.5M | $145K |
| 7 | COLOR HEALTH, INC. COLOR 401(K) PLAN | BURLINGAME CA | 212 | $34.1M | $126K |
| 8 | NEW HORIZONS BAKING COMPANY, LLC NEW HORIZONS BAKING COMPANY 401(K) RETIREMENT & SAVINGS PLAN FOR NORWALK UNION BAKERS | NORWALK OH | 381 | $8.6M | $59K |
