Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Blackrock Blackrock Strategic Income Opportunities Fund in their Schedule of Assets, totaling $5.1M 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 | MEDHOST OF TENNESSEE, INC. MEDHOST EMPLOYEE STOCK OWNERSHIP PLAN | FRANKLIN TN | 554 | $109.5M | $2.7M |
| 2 | THE VOLLRATH COMPANY LLC THE VOLLRATH COMPANY LLC DEFINED PENSION PLAN FOR UAW EMPLOYEES | SHEBOYGAN WI | 75 | $35.8M | $1.8M |
| 3 | AMERICAN BUSINESS FORMS, INC. |
GLENWOOD MN |
| 1,031 |
| $53.8M |
| $266K |
| 4 | THE VOLLRATH COMPANY LLC RETIREMENT PLAN FOR EMPLOYEES OF THE POLARWARE COMPANY | SHEBOYGAN WI | 16 | $3.9M | $199K |
| 5 | BRAIN & SPINE MEDICAL SERVICES, PLLC BRAIN & SPINE MEDICAL SERVICES, PLLC 401(K) PROFIT SHARING PLAN | WILLIAMSVILLE NY | 146 | $7.1M | $63K |
