Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding BlackRock BlackRock Strategic Income Opportunities Portfolio Institutional Shares in their Schedule of Assets, totaling $530K 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 | ASSOCIATION FOR INDIVIDUAL DEVELOPMENT ASSOCIATION FOR INDIVIDUAL DEVELOPMENT RETIREMENT PLAN | AURORA IL | 645 | $18.2M | $523K |
| 2 | JOINT RESEARCH AND DEVELOPMENT, LLC JOINT RESEARCH AND DEVELOPMENT, LLC EMPLOYEES' RETIREMENT PLAN | STAFFORD VA | 191 | $22.7M | $7K |
