Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Blackrock BlackRock Total Return Instl - in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHARLOTTE LATIN SCHOOLS, INC. CHARLOTTE LATIN SCHOOLS, INC. RETIREMENT INCOME PLAN | CHARLOTTE NC | 399 | $59.6M | $790K |
| 2 | FAIRFAX NEONATAL ASSOCIATES, P.C. FAIRFAX NEONATAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | FAIRFAX VA | 70 | $44.6M | $707K |
| 3 | THOMA BRAVO, L.P. |
CHICAGO IL |
| 185 |
| $40.7M |
| $484K |
| 4 | STAR OF THE WEST MILLING CO. STAR OF THE WEST SAVINGS AND PROTECTION PLAN | FRANKENMUTH MI | 401 | $38.8M | $466K |
| 5 | THAI SUMMIT AMERICA CORPORATION THAI SUMMIT AMERICA CORPORATION PROFIT SHARING & 401(K) PLAN | HOWELL MI | 879 | $56.0M | $258K |
| 6 | REGIONAL EMERGENCY MEDICAL SERVICES AUTHORITY REMSA RETIREMENT PLAN | RENO NV | 457 | $31.4M | $250K |
| 7 | LATITUDE CORP. LATITUDE CORP. 401(K) PLAN | VERONA WI | 179 | $16.2M | $37K |
| 8 | JUSTICE FAMILY GROUP, LLC JUSTICE FAMILY GROUP 401(K) RETIREMENT PLAN | WHITE SULPHUR SPRINGS WV | 639 | $18.7M | $6K |
