Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Blackrock Equity Dividend Fund Institutional Shares in their Schedule of Assets, totaling $15.3M 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 | MILLENNIUM INTERNATIONAL MANAGEMENT LP MILLENNIUM INTERNATIONAL MANAGEMENT LP SAVINGS PLAN | NEW YORK NY | 2,603 | $545.9M | $11.9M |
| 2 | ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION 403(B) PLAN | WASHINGTON DC | 99 | $39.5M | $858K |
| 3 | YOKOHAMA TWS NORTH AMERICA, INC. |
WAKEFIELD MA |
| 356 |
| $24.3M |
| $666K |
| 4 | WESTDALE ASSET MANAGEMENT, LTD WESTDALE ASSET MANAGEMENT, LTD 401(K) PLAN | DALLAS TX | 795 | $28.8M | $464K |
| 5 | TACONIC BUILDERS, INC. TACONIC BUILDERS 401(K) PLAN | MAMARONECK NY | 125 | $11.5M | $420K |
| 6 | SOIL AND MATERIALS ENGINEERS, INC. SME EMPLOYEES' SAVINGS PLAN AND TRUST | PLYMOUTH MI | 349 | $83.5M | $326K |
| 7 | CUSTOM DATA PROCESSING CDP RETIREMENT PLAN | ROMEOVILLE IL | 135 | $24.4M | $313K |
| 8 | HCC MARKETING INC. HOLT'S CIGAR CO., INC. 401(K) SAVINGS PLAN | PHILADELPHIA PA | 113 | $18.2M | $185K |
| 9 | THE TIRE GUYS, INC. THE TIRE GUYS 401(K) PLAN | BILLINGS MT | 271 | $13.9M | $128K |
| 10 | TAHOMA ENTERPRISES, INC. TAHOMA ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | WOOSTER OH | 115 | $4.6M | $5K |
