Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Blackrock Equity Dividend Fund Institutional Shares Registered Investment Company in their Schedule of Assets, totaling $26.2M 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 | TOKIO MARINE NORTH AMERICA INC. TMNA, INC. 401(K) PLAN | JERSEY CITY NJ | 3,098 | $819.7M | $14.4M |
| 2 | CALIX, INC. CALIX, INC. 401(K) RETIREMENT SAVINGS PLAN. | SAN JOSE CA | 1,014 | $256.5M | $10.2M |
| 3 | POLLARD (U.S.) LTD POLLARD (U.S.) LTD 401(K) PLAN |
| — |
| 952 |
| $41.6M |
| $1.2M |
| 4 | SILLER BROTHERS INC SILLER BROTHERS INC 401(K) PROFIT SHARING PLAN & TRUST | YUBA CITY CA | 238 | $10.9M | $295K |
