Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding BLACKROCK EQ DIVIDEND A MUTUAL FUNDS in their Schedule of Assets, totaling $7.2M 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 | SCHAUMBURG TOYOTA, INC. SCHAUMBURG TOYOTA, INC. PROFIT SHARING AND 401(K) PLAN | SCHAUMBURG IL | 273 | $33.7M | $2.5M |
| 2 | UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR SALARIED EMPLOYEES | WARREN PA | 503 | $90.6M | $2.1M |
| 3 | UPSTAGING, INC. |
SYCAMORE IL |
| 513 |
| $37.1M |
| $1.0M |
| 4 | THE INSTITUTE OF INTERNATIONAL FINANCE, INC. I I F RETIREMENT PLAN | WASHINGTON DC | 62 | $40.0M | $620K |
| 5 | SPECIALTY STEEL TREATING, INC. TAX DEFERRED SAVINGS & PROFIT SHARING PLAN OF SPECIALTY STEEL TREATING, INC. | FRASER MI | 201 | $22.4M | $583K |
| 6 | KENTUCKY EAGLE, INC. KENTUCKY EAGLE 401K PLAN | LEXINGTON KY | 218 | $15.0M | $332K |
| 7 | ARCHER WIRE INTERNATIONAL CORP. AACE EMPLOYEE SAVINGS PLAN | BEDFORD PARK IL | 216 | $11.1M | $37K |
| 8 | HELIX OPERATING COMPANY LLC HELIX OPERATING COMPANY LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | BEACHWOOD OH | 67 | $6.6M | $21K |
