Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Blackrock Blackrock Mult-Asset Income Portfolio in their Schedule of Assets, totaling $727K 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 | HERITAGE DISTRIBUTION HOLDINGS OPCO LLC HERITAGE DISTRIBUTION HOLDINGS 401(K) PLAN | ATLANTA GA | 1,165 | $89.3M | $310K |
| 2 | COMPUGROUP MEDICAL, INC. COMPUGROUP MEDICAL SYSTEMS 401(K) PLAN | AUSTIN TX | 501 | $43.2M | $194K |
| 3 | SOLSTICE CONSULTING, LLC DBA KIN AND CARTA |
CHICAGO IL |
| 0 |
| $54.6M |
| $104K |
| 4 | COVORO MINING SOLUTIONS LLC COVORO MINING SOLUTIONS 401(K) PLAN | MEMPHIS TN | 190 | $27.7M | $81K |
| 5 | NORIT AMERICAS INC. NORIT AMERICAS 401(K) PLAN | CHICAGO IL | 169 | $36.5M | $37K |
