Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BlackRock Equity Dividend Instl Mutual funds in their Schedule of Assets, totaling $2.1M 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 | CPX INTERACTIVE DBA DIGITAL REMEDY DIGITAL REMEDY 401K PLAN | NEW YORK NY | 106 | $13.4M | $1.0M |
| 2 | NORTHLINE UTILITIES, LLC NORTHLINE UTILITIES, LLC PROFIT SHARING/401(K) PLAN | AUSABLE FORKS NY | 121 | $12.1M | $952K |
| 3 | ZIFFREN BRITTENHAM LLP ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN |
LOS ANGELES CA |
| 64 |
| $68.3M |
| $128K |
