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 Registered investment company in their Schedule of Assets, totaling $283K 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 | BORREGO ENERGY, LLC BORREGO ENERGY RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 122 | $23.3M | $251K |
| 2 | EXCEPTIONAL FAMILY RESOURCES, INC. EXCEPTIONAL FAMILY RESOURCES 401(K) PLAN | SYRACUSE NY | 343 | $3.3M | $16K |
| 3 | SAINT AGNES MEDICAL PROVIDERS SAINT AGNES MEDICAL PROVIDERS 401(K) PLAN |
FRESNO CA |
| 94 |
| $20.5M |
| $15K |
