Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Blackrock Blackrock Strategic Income Opportunities Portfolio Class K in their Schedule of Assets, totaling $16.0M 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 | EVERCORE PARTNERS SERVICES EAST, LLC EVERCORE PARTNERS SERVICES EAST, LLC RETIREMENT PLAN | NEW YORK NY | 1,763 | $355.1M | $9.2M |
| 2 | ELBITAMERICA, INC. EFW INC. CONSOLIDATED RETIREMENT PLAN | FORT WORTH TX | 213 | $147.7M | $5.2M |
| 3 | ALTAMIRA TECHNOLOGIES CORPORATION |
MCLEAN VA |
| 527 |
| $120.6M |
| $1.6M |
| 4 | REHMANN LLC REHMANN LLC 401K PLAN | SAGINAW MI | 1,009 | $217.2M | $4K |
